Open BPF Stage on Form Load

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Hi all,

I have a requirement where users want the active BPF stage to be open on page load. How can this be achieved via JS?

See image below - When the user navigates to the record, the BPF popup should appear for the current stage (in this case Close):

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Adrian Begovich 1,027 Moderator on at

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Hi,

You can achieve this by using the setActiveStage Client API.

formContext.data.process.setActiveStage(stageId, callbackFunction);

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Community member 4 on at

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Isnt this just a method to set the active stage? How can I get the stage be 'open' on page load?

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Leah Ju Microsoft Employee on at

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Hi Partner,
Please refer to this: https://allaboutmsdcrm.wordpress.com/2020/05/01/new-ui-bpf-to-have-expanded-behaviour-by-default/

By "open" you mean displaying a pop-up window at this stage without clicking it manually, Right?

The business process flow is by default collapsed and the user must click on it to see what is needed in this phase.

If so, you can use the following synax:

formContext.ui.process.setDisplayState(floating");

More information about using this:

https://community.dynamics.com/blogs/post/?postid=b951e288-c337-4575-b8e5-7d9ab30f9ac8

https://www.crmcrate.com/javascript/automatically-expand-collapse-a-bpf-in-dynamics-365/

Also, You need add js to form OnLoad event if you want to achieve it when the form onload.

https://fredrikengseth.medium.com/how-to-add-javascript-to-form-on-load-in-dynamics-365-ed66843bbc0e

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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