Make users to land on Active Stage in BPF

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Posted on by Vijayakumar Kenchug...

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Hello,

I am looking for a solution to make users to automatically land on Active Stage "Negotiate" (on Quote entity) in BPF as soon as he/she opens Opportunity record inside CRM. Any thoughts?

For Example: I have Sales BPF defined on Opportunity entity and uses Quote entity for Negotiate stage. If Salesperson goes and opens an opportunity record for which a Quote has already been created, the focus should directly move and land on Negotiate stage (on Quote entity). See below image:

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gdas 50,091 Moderator on at

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Hi ,

Try with this . Trigger SetActiveStage in onload event of the form.

function SetActiveStage() { 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() }

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Mahendar Pal 45,095 on at

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Hi,

This should help you

www.inogic.com/.../scripting-on-business-process-flow-in-crm-2015-part-i

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

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Nithya Gopinath 17,078 on at

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Hi Vijayakumar,

Refer the link below.

neilparkhurst.com/.../javascript-add-code-on-business-process-flow-change-and-select

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Vijayakumar Kenchug... 1,077 on at

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Goutham,

The below statement is not giving true. It gives null. you know why? I am using Dyn365 online Free Trail.

var activeStage = document.querySelector(".processStageContainer.activeStage");

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Nithya Gopinath 17,078 on at

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Hi Vijayakumar,

Try replacing the code as shown below.

parent.document.querySelector(".processStageContainer.activeStage");

Hope this helps.

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Vijayakumar Kenchug... 1,077 on at

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Thanks Nithya it worked. Ofcourse thanks a bunch to Gotham for the master code. Thank you all others for your valuable responses.

Here is the final JScrip that worked very well with Dyn365 online:

function SetActiveStage() {
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);
Xrm.Page.data.refresh();
}
}

function callbackFunction() {

var callback = function(){
var activeStage = parent.document.querySelector(".processStageContainer.activeStage");
if(activeStage)
activeStage.click();
};

if (document.readyState === "complete" ||
(document.readyState !== "loading" && !document.documentElement.doScroll)) {
callback();
} else {
document.addEventListener("DOMContentLoaded", callback);
}

}

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