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Microsoft Dynamics CRM (Archived)

Business process flow unified interface - pin stage (in fly-out)

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Posted on by Community Member Microsoft Employee

Hi all,

I hope someone can assist me with this.

This client uses the unified interface, which has a somewhat different presentation of the business process flow.

Basically the client requirement is as follows:

"When there is an active business process flow on a record I want to have the stage pinned automatically to the right side of the screen"

As a graphical example:

bpf-pin.png

What they mean with it that automatically above red marked area pops out when they open a record. I cannot find any OOTB way to do this.

Anyone got any clue as to how to do this? Is there a setting secretly hidden somewhere? And if not, anyone can think of a JS way to achieve this?

Your help would be greatly appreciated!

Regards,

Joseph

*This post is locked for comments

  • Martin Doll Profile Picture
    Martin Doll on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    Great...thanks.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    [quote user="Martin Doll"]

    What are the values to choose from....just expanded?

    [/quote] and "collapsed"

  • Martin Doll Profile Picture
    Martin Doll on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    What are the values to choose from....just expanded?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    This can be done by JS.

    Here a code 

    // Auto expand and pin the Flyout tab

       Xrm.Page.ui.process.setDisplayState("expanded");

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    Rawish Kumar

    Thanks for the reply, but (although undocumented) the setDisplayState("expanded") JS function works as well for the UUI.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    Ok, might have been a bit too early with posting this. The good old JS setDisplayState function works flawlessly on the new UUI.

    For future reference, have a function like this (added with some of your own business logic):

    function dockBPF() {

       Xrm.Page.ui.process.setDisplayState("expanded");

    }

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Business process flow unified interface - pin stage (in fly-out)

    Hi Joseph,

    It is not possible in dynamics crm.

    you can think of developing a custom HTML web resource - what you have to do is whenever this record opens you can this web resource - align it to the right.

    fetch these values such as active stage name and field on it but again its going to be to much work.

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