Microsoft Dynamics CRM (Archived)

Setting Default BPF in case record through Scripting error

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Posted on by Community Member

Hi experts,

I have two forms in the case record and 2 separate BPF to be applied.

BPF 1 is already applied on both forms.

I would like to apply BPF 2 to form 2 and I'm using the following code onLoad but its showing script error.

function setDefaultBPF() {  
    var formId = '3d6a3fccfa-8415-47d2-a4e2-6a94cda3599c';     
    var businessProcessId = '7bF9000D1B-A393-4BBF-AD31-7678A1EBA056';     
    var entityName = 'incident';  
    var FORM_TYPE_CREATE = 1;     
    var queryStringParams = Xrm.Page.context.getQueryStringParameters();
  if (Xrm.Page.ui.getFormType() == FORM_TYPE_CREATE &&  (queryStringParams.process == null || queryStringParams.process != businessProcessId)) {  
      var parameters = {}; 
      parameters["formid"] = formId; 
      parameters["process"] = businessProcessId;
            // this will open new Opportunity form with default BPF as specified                            
    Xrm.Utility.openEntityForm(entityName, null, parameters);   
    } 
}

Is there any mistake in the code?

Thanks,

Jon

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Alex Fun Wei Jie 33,628 on at

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Hi Jon,

can you try to debug the JS?

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Aman Anvaria 306 on at

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Hi Jon,

Can you please share script-error?

Thanks & Regards,

Aman Anvaria

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Aman Anvaria 306 on at

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Hi Jon,

Please check your business process Id and form Id.

Thanks & Regards,

Aman Anvaria

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gdas 50,091 Moderator on at

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Hi Jon ,

There is some issue with the if statement . I found the queryStringParams.process getting undefined so you don't need to check that processid. Secondly please check the formid and BPF id is correct.

Here is the code will work fine for you -

function setDefaultBPF() { var formId = '3d6a3fccfa-8415-47d2-a4e2-6a94cda3599c'; var businessProcessId = '7bF9000D1B-A393-4BBF-AD31-7678A1EBA056'; var entityName = 'incident'; var FORM_TYPE_CREATE = 1; var queryStringParams = Xrm.Page.context.getQueryStringParameters(); if ((Xrm.Page.ui.getFormType() == FORM_TYPE_CREATE)) { var parameters = {}; parameters["formid"] = formId; parameters["process"] = businessProcessId; // this will open new Opportunity form with default BPF as specified if (queryStringParams.process != undefined && queryStringParams.process != null) { if (queryStringParams.process != businessProcessId) { Xrm.Utility.openEntityForm(entityName, null, parameters); } } else { Xrm.Utility.openEntityForm(entityName, null, parameters); } } }

You can also write without check process id as you does not get process id in the query string..

function setDefaultBPF() { var formId = '3d6a3fccfa-8415-47d2-a4e2-6a94cda3599c'; var businessProcessId = '7bF9000D1B-A393-4BBF-AD31-7678A1EBA056'; var entityName = 'incident'; var FORM_TYPE_CREATE = 1; if ((Xrm.Page.ui.getFormType() == FORM_TYPE_CREATE)) { var parameters = {}; parameters["formid"] = formId; parameters["process"] = businessProcessId; // this will open new Opportunity form with default BPF as specified Xrm.Utility.openEntityForm(entityName, null, parameters); } }

Hope this helps.

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Shidin Haridas 3,499 on at

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Which version of CRM are you working with?

CRM 2016 and onwards have the concept of concurrent BPFs, which pretty much means that there is no use setting the 'processid' and 'stageid' fields.

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Community Member on at

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Hi Goutam,

Thank you for your reply.

I tried both codes you provided but they are not working. I am not getting any script error but it's just not showing the required BPF.

I rechecked my my formID and processID using the decoding tool on tutorialsright.com.

Thanks,

Jon

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Community Member on at

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Hi Shidin,

I'm using Dynamics 365 v9.

Thanks,

Jon

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gdas 50,091 Moderator on at

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Hi Jon ,

What error you are getting ? its should work try to use second one which I have shared .

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Community Member on at

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Hi Goutam,

I'm not getting any error but still the default BPF seems to be loading.

Thanks,

Purvesh

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