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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Make users to land on ...
Microsoft Dynamics CRM (Archived)

Make users to land on Active Stage in BPF

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Posted on by Vijayakumar Kenchug... 1,075

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:

Negotiate-Landing-page.jpg

*This post is locked for comments

  • Verified answer
    Vijayakumar Kenchugundu Profile Picture
    Vijayakumar Kenchug... 1,075 on at
    RE: Make users to land on Active Stage in BPF

    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);
        }
        
    }
  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Make users to land on Active Stage in BPF

    Hi Vijayakumar,

    Try replacing the code as shown below.

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

    Hope this helps.

  • Vijayakumar Kenchugundu Profile Picture
    Vijayakumar Kenchug... 1,075 on at
    RE: Make users to land on Active Stage in BPF

    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");

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Make users to land on Active Stage in BPF

    Hi Vijayakumar,

    Refer the link below.

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

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Make users to land on Active Stage in BPF

    Hi,

    This should help you

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

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

  • Verified answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Make users to land on Active Stage in BPF

    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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