I created a workflow step that checks a field in the business process whether it is set to "yes" and if it is I want to set the next stage active I just cant find how to set the next (or specific stage) active in a workflow step.
Thanks so much!
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Did it work on Cross-Entity BPF? I need to set process stage to Negotiate (on Quote) from Evaluate (on Opportunity). Any thoughts?
I got it to work with v1.0.41 thank you!
Thanks Aric! I will try v1.0.37 and let you know how it is.
Have you used the workflow tools for anything else?
Seems like version 1.0.51 is pretty new and might have a bug.
We are on v1.0.37 on my current project and it is working properly.
Possibly downgrade if you haven't used it yet.
Thanks just checked and the assembly is there...
Barry, I would check plugin assemblies under system>customizations>customize the system to see what assemblies are loaded on your environment. You should have one labeled msdyncrmWorkflowTools. If you do not, double check the solution install, and as recommended, test in a dev environment before pushing to prod
Hi Barry ,
I am not sure using workflow it is possible or not ,Instead of workflow could you please registered one java script method MoveBPFNextStageAutomatic() . This is working fine for me , hope this will help you.
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function MoveBPFNextStageAutomatic() {
Xrm.Page.data.save().then(successCallback, errorCallback);
}
function errorCallback(message) {
alert("error")
}
function successCallback(message) {
var currentStageId = Xrm.Page.data.process.getActiveStage().getId();
var selectedStageId = Xrm.Page.data.process.getSelectedStage().getId();
if (currentStageId != selectedStageId) {
Xrm.Page.data.process.setActiveStage(currentStageId, callbackFunction)
}
}
function callbackFunction() {
var activeStage = document.querySelector(".processStageContainer.activeStage");
if (activeStage)
activeStage.click()
}
Thanks so much Aric and Mohamed! I'm trying the Workflow Tools by Demian Raschkovan and I'm getting this error (please see image). Any advice? Please let me know if more info is needed to help me figure this out thanks!
Your can write your own Custom Workflow Activity to move to the next stage, or use the Workflow Tools by Demian Raschkovan mentioned in the above post.
The update is simple enough. You need to get the Record Id, Stage Id and the Process Id, and call the following function:
private void UpdateStage(IOrganizationService service, EntityReference currentRecord, Guid processId, Guid stageId)
{
Entity current = new Entity(currentRecord.LogicalName);
current.Id = currentRecord.Id;
current["processid"] = processId;
current["stageid"] = stageId;
try
{
service.Update(current);
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new Exception("WorkflowUtils.ChangeProcessStage.UpdateStage: " + ex.Message);
}
catch (System.Exception ex)
{
throw new Exception("WorkflowUtils.ChangeProcessStage.UpdateStage: " + ex.Message);
}
}
Just make sure that if you have to bypass a stage, you Update the stage, and then update the next stage.
For example if you want to move from Stage 1 to Stage 3, you call the Update function on Stage 2 and then call the Update function on Stage 3.
Hope this helps.
I used the solution provided here to set a stage as active in my process based upon my check conditions. It worked perfectly for our environment. github.com/.../Dynamics-365-Workflow-Tools
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