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How do I fetch the Business Process Stages with OData API?

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Posted on by btc_dynamics

The default stages appear to be Qualify, Develop, Propose and Close but these can be customised. I'd like to be able to fetch these values from the OData API but I'm not sure what Entity I can select them from.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

It seems that you are looking for processstage entity - stackoverflow.com/.../dynamics-365-webapi-getting-business-process-flow-stages

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btc_dynamics on at

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Hi Andrew,

I'm not quite sure if this is correct or if I'm perhaps selecting the wrong properties. When selecting the stagename and stagecategory from processstage I was expecting < 10 results (Qualify, Propose etc.) but I get a load of results such as

Flow_is_triggered_by_CFS_plugin

Flow_is_started_by_IoT_plugin

recordingsActionItemsDetails

etc. all with stage category 0.

I'm using this doc as a reference but perhaps it's not the same thing: learn.microsoft.com/.../processstage

Many thanks.

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Emino273 19 on at

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Hello,

maybe you have only to filter the process stages for the processid you need.

For example if you consider the entity Work Order and look for its processes you will find that it has a specific Business Process Flow called Work Order Business Process which has three different stages (Work Order, Schedule Work Order, Close Work Order) and its unique identifier.

Processes of Work Order entity:

Stages of BPF:

Then if you execute your query as follow

Xrm.WebApi.retrieveMultipleRecords("processstage", "?$select=stagename&$filter=_processid_value eq unique_identifier").then( function success(results) { console.log(results); }, function(error) { console.log(error.message); } );

you will get three records (stages of the BPF)

Best regards,

Ema

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btc_dynamics on at

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I had to select the workflowid and name from the workflow entity first to find the correct process. Following that I could select stagename from the processstage entity where _processid_value = workflowid

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