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Business Process Flow

Posted on by 160

The active stage in BPF is set using plugin. The plugin is synchronous thus the selected stage and Active stage are not same when the form is open. 

How can we make Selected stage and Active stage same after the plugin is executed?

Note: I don't want to refresh the page.

Can any one help 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Process Flow

    Hi Krishna

    Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.

    You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. They also support MS Dynamics integration. Checkout these integrations at www.tenfold.com/.../dynamics

  • shivaram Profile Picture
    shivaram 3,315 on at
    RE: Business Process Flow

    Hi Krishna,

    unfortunately this will be not possible until you refresh the page.

  • Suggested answer
    Sartaj Profile Picture
    Sartaj 880 on at
    RE: Business Process Flow

    Hello Krishna,

    You cannot see the change applied on server side until you reload the form.

    Better to go with Client side Api which do provide stage transitions methods as suggested by Sardar Ahmed, thanks.

    Regards,

    Sartaj

  • Suggested answer
    sardar ahmed Profile Picture
    sardar ahmed 520 on at
    RE: Business Process Flow

    Hi Krishna,

    You have to refresh the page to see the changes

    Xrm.Page.data.refresh();

    It would be better if you use, client side programming(Xrm.Page.data.process) to do the task, as plugin will not reflect the changes .

  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: Business Process Flow

    Hi krishana,

    where(in which event) is the plugin registered?

    This seems to be not feasible requirement. The active stage cannot be set unless page is refreshed. this is by crm design. the only work around is to call Xrm.Page.data.refresh() with a timer in onload function(just to prevent user refreshing the page) as below

    function onload()

    {

    window.settimeout(function(){ Xrm.Page.data.refresh() }, 3000);)

    }

    Thanks

    Goutham

    <<please mark as verified if it solves your query>>

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Business Process Flow

    There are two options

    Either refresh the page or

    save the form twice

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