Business Process Flow - Move to next stage after first save

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Posted on by Thomas David Dayman

11,323

Hi,

I'm currently trying to force the business process to move to the next stage if the user saves. This works when the record already exists aka updating the form, but I cant seem to get it to work when the record is new aka creating a record.

I'm currently trying to save the record first, then wait for the success callback then I will use the openEntityForm(). But it doesn't seem to work.

Any Ideas?

function moveNextStage()
{
	var activeProcess = Xrm.Page.data.process.getActiveProcess();
	if (activeProcess != null)
	{
		var process = Xrm.Page.data.process.getActiveProcess().getName();
		if (process == "Case - Sales Process")
		{
			var stage = Xrm.Page.data.process.getActiveStage().getName();
			if (stage == "Activity")
			{
				Xrm.Page.data.process.moveNext(function (status)
				{
					console.log(status);
					console.log(Xrm.Page.ui.getFormType());
					if (Xrm.Page.ui.getFormType() == 1 && status == "invalid")
					{
						Xrm.Page.data.entity.save().then(successCallback, errorCallback);

						function successCallback()
						{
							Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId());
						}

						function errorCallback()
						{
							console.log("error");
						}
					}
					else if (status == "success")
					{
						Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId());
					}
				});
			}
		}
	}
}

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Answers (1)

Ahmad Saud 790 on at

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RE: Business Process Flow - Move to next stage after first save

Thanks Thomas.

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Thomas David Dayman 11,323 on at

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RE: Business Process Flow - Move to next stage after first save

Hi Ahmad,

I believe that its onSave

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Ahmad Saud 790 on at

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RE: Business Process Flow - Move to next stage after first save

Hi Ben

how to use this code? i have the same problem.

I assume i shall use JS-webresource, but what is the event i need to use. please help me.

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Ahmad Saud 790 on at

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RE: Business Process Flow - Move to next stage after first save

Hi Thomas

how to use this code? i have the same problem.

I assume i shall use JS-webresource, but what is the event i need to use. please help me.

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Ben Salins 110 on at

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RE: Business Process Flow - Move to next stage after first save

If ever there was a Nobel Prize for manipulating Business Process in XRM, you would be getting it for sure.

Thanks a lot mate, this code helped me get my code working.

I nearly gave up manipulating my business process, till I found this gem.

thanks again.

-ben

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Verified answer

Thomas David Dayman 11,323 on at

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RE: Business Process Flow - Move to next stage after first save

If anyone finds is interested.

This is the solution:

The 2 functions below the 'moveNextStage' will wait until the form is saved and then you can execute your code.

function moveNextStage() { var activeProcess = Xrm.Page.data.process.getActiveProcess(); if (activeProcess != null) { var process = Xrm.Page.data.process.getActiveProcess().getName(); if (process == "Case - Sales Process") { var stage = Xrm.Page.data.process.getActiveStage().getName(); if (stage == "Activity") { Xrm.Page.data.process.moveNext(function (status) { console.log(status); console.log(Xrm.Page.ui.getFormType()); if (status == "success") { Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()); } }); } } } } function ExecuteWhenSaveComplete(callback) { setTimeout(function () { if (!Xrm.Page.data.entity.getIsDirty()) return callback(); //console.log('form not saved yet'); ExecuteWhenSaveComplete(callback); }, 500); } function SetExecuteOnSaveComplete() { ExecuteWhenSaveComplete(function () { console.log('form save complete'); moveNextStage(); }); }

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Gopalan Bhuvanesh 11,401 on at

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RE: Business Process Flow - Move to next stage after first save

Hi

Please check the constraints for Xrm.Page.data.process.moveNext

This method can only be used when the selected stage and the active stage are the same

Refer:

msdn.microsoft.com/.../dn817878.aspx

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