Trigger a workflow on a process stage change

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It seems the only way to get a report to run is to identify when a process stage changes and use Workflow to update a field at that point.

I have not been able to identify when this happens as the Workflow needs to run against a Lead and there is no real change to a Lead now that the Process is normalised out.

How can I identify when a process stage changes (in any direction) and so populate a user definable field?

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Vijay Waghmare on at

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Since the processes introduced in CRM 2013, entity which are having processes define has two attributes to identify the current selected process and stage, processid and stageid

as per your requirement you can have workflow registered on field change for field "stageid"

Please refer below blog for more details,

code.msdn.microsoft.com/.../Change-Dynamics-CRM-2013-a6beb85e

Thanks,

Vijay

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Chris Grubb 30 on at

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"How can I identify when a process stage changes (in any direction) and so populate a user definable field?"

I am trying to determine this so that I can add some javascript.

You would think that you could use Xrm.Page.getAttribute('stageid').addOnChange(<whatever>);

But the event doesn't get fired when the user changes stage :(

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Vijay Waghmare on at

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Place the control on the form to fire the onchange event. By defalt these (process fields) are not placed on the form.

Thanks,

Vijay

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Chris Grubb 30 on at

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Hi Vijay,

In my instance I'm looking at the modifying the Opportunity form. I don't see any way of adding the "StageId" to the opportunity form in the designer, even when showing "All Fields" on the filter and unchecking the "Only show unused fields" checkbox. Am I missing something?

Regards,

Chris

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Vijay Waghmare on at

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On the opportunity form "Sales Stage" enlist all the available stages for record, may be you can use this field for your operation.

Thanks,

Vijay

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Chris Grubb 30 on at

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I think there might be some confusion. The stage I (and I presume Keith) are referring to is the business process flow stage, not the sales stage.

I eventually worked around my problem by wiring up the following in an OnLoad

function addEventToStageId() {

var stage = Xrm.Page.getAttribute('stageid');

if (stage == null) {

setTimeOut(setTimeout(function() { addEventToStageId(); }, 1000));

}

stage.addOnChange(<someFunction>);

}

and also adding the following in the OnSave

function onSaveOpportunity() {

var stage = Xrm.Page.getAttribute('stageid');

if (stage != null) {

stage.fireOnChange();

}

}

I noticed that whenever you change the business process flow stage that the record was saved. It seems to be working well enough.

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Community Member on at

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Hi Keith

This is what you can refer:

www.powerobjects.com/.../executing-workflow-upon-change-business-process-flow-stage-dynamics-crm

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