Microsoft Dynamics CRM (Archived)

Need to update field based on active stage in Business Process Flow

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Posted on by wperkinson3

I have a business process flow for an opportunity that consists of the following stages

Categories

-Qualify

-Develop

-Propose

-Close

I have created a business process that looks at the active stage/category to set a field on the form.

3817.BusinessRule.jpg

I move through the stages within the Business Process Flow, but the business rule does not update the probability field.

If I save/close the record and reopen it, the probability field updates upon open. Why does the field not update real-time as I move through the stages?

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Answers (2)

Krist 120 on at

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RE: Need to update field based on active stage in Business Process Flow

I created the workflow as described in this post and cant seem to get it to trigger. I have the settings to trigger when process is applied and when active stage changes, am I missing something?
John Clark 400 on at

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RE: Need to update field based on active stage in Business Process Flow

No worries, happy to be able to help.
wperkinson3 2 on at

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RE: Need to update field based on active stage in Business Process Flow

John,

Thank you very much for your assistance.

I was able to get the real-time workflow to do as I wished. I could not have done it without you.

Best Regards,

Will Perkinson
John Clark 400 on at

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RE: Need to update field based on active stage in Business Process Flow

You've got the right thing.

The difference in naming is a quirk/legacy of the previous iteration of how Microsoft implemented business process flows. If you have a look at the N:1 relationships of the out-of-the-box "Opportunity Sales Process" you'll see that the opportunity relationship has field name "Related Opportunity", while in any new business process flows, it just comes out as "Opportunity".

[In the default "Lead to Opportunity Sales Process" it's called "Opportunity id", just to be consistent.]

Cheers,

John
wperkinson3 2 on at

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RE: Need to update field based on active stage in Business Process Flow

John,

When I add the check to see if the process flow is linked to the Opportunity record, I see the following. I does not reflect what your screen showed with the "Related Opportunity". I wish to make sure I have this correct before I build in the remaining logic.

Thank you,

Will
John Clark 400 on at

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RE: Need to update field based on active stage in Business Process Flow

Just the Active Stage (activestageid) field, which is the lookup to the Active Stage (Process Stage) entity. This changes each time the stage changes.

Cheers,

John
wperkinson3 2 on at

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RE: Need to update field based on active stage in Business Process Flow

Thank you for the feedback. I will attempt to setup the real-time workflow this afternoon based on the categories.

What are you using as the fields under start when process changes?
John Clark 400 on at

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RE: Need to update field based on active stage in Business Process Flow

The "Process Stage Name" field on the "Active Stage (Process Stage)" entity is the displayed name. It's a text field, so not so nice to work with, which is why I prefer the Stage Category, which is a Global Option Set.

Cheers,

John
wperkinson3 2 on at

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RE: Need to update field based on active stage in Business Process Flow

John,

Thank you.

We have customized the Business Process flow for Opportunity. Is there a way using your method to check the "Displayed" name of the step?

Regards,

Will
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John Clark 400 on at

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RE: Need to update field based on active stage in Business Process Flow

With my suggested approach you don't need the business rule. You just need a real-time workflow, like below: