Microsoft Dynamics CRM (Archived)

View StageID of Opportunity stages

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Posted on by Syed_Faisal

815

Hello,

How to view stage ID of opportunity stages.

Currently i am working on Opportunity --> Develop --> Proposal --> Close

Job is, on Opportunity we have 3 stages as shown above and down at the body page we have 3 Tab with the same stages name as above.

Now how to link Stage with its same tab ?

When Develop stage clicked then show move to Develop tab and next stage with next tab.

Help !

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Answers (6)

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Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Alex Hi !

you 're the man, it is absolutely working fine as what i was expecting.

Thank You so so much, you saved my day !! God Bless you.

Thanks again.

and now i need to work on Close opportunity button which i posted on separate page.

Regards

Faisal
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi

please remove the last sentence "Show/Hide Tab js"
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

hi

at the mean time , you can try to refresh the form few times , sometime because of cache
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi

share your code and print screen the tab name for me.
Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Hi Alex,

I just followed as per your given instruction but getting error.

PFA

Kindly check please
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi

Get your tab name via below method

function checkBPF()
{
var activeStage = Xrm.Page.data.process.getActiveStage();
var stageId = activeStage.getId();
var stagename = activeStage.getName();
alert(stagename);

// you can apply your if else logic to show hide the tab, you can use stageid or stagename, depending on your preferences.

if( stagename == "Qualify")

{

Xrm.Page.ui.tabs.get("Qualify").setVisible(true); //set your tabname here.

Xrm.Page.ui.tabs.get("anothertab").setVisible(false);//set your other tabname here.

}

else if ( stagename == "otherstage")

{

Xrm.Page.ui.tabs.get("anothertab").setVisible(true);

Xrm.Page.ui.tabs.get("anothertab").setVisible(false);

}
}

function formonload()
{
Xrm.Page.data.process.addOnStageChange(checkBPF);
checkBPF();
}

Show/Hide Tab JS

https://crmpolataydin.wordpress.com/2015/06/18/hide-and-show-tab-using-javascript-in-crm-201120132015/

https://msdn.microsoft.com/en-us/library/gg328067.aspx#BKMK_tabsetVisible
Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

It is working now,

Please refer to Image 2 and 3, which is the actual requirement : Also have added the form to better understand on the TAB
Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Hi Wei Jie,

Thanks for the kind help!

The script which you have send is working fine with any error. it is fulfill our requirement but as said not just stages.

The one which you have send for Stages but i need also for the TAB. which are all on the forms.

Please let me know if you got the requirement clearly.

Like said :

There are 4 stages on the opportunity and there are 4 Tab on the forms.

Stages :

Discovery

Proposal

Advocate

Close

Tab on the forms section.

Discovery

Proposal

Advocate

Close

Now each stage should be link with each tab based on NAMES
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi,

As promised yesterday, You can use the below java script.

Samples

When form onload

When move to next stage

Javascript code

- Register in onload event, and call the formonload function.

function checkBPF()
{
var activeStage = Xrm.Page.data.process.getActiveStage();
var stageId = activeStage.getId();
var stagename = activeStage.getName();
alert(stagename);

// you can apply your if else logic to show hide the tab, you can use stageid or stagename, depending on your preferences.
}

function formonload()
{
Xrm.Page.data.process.addOnStageChange(checkBPF);
checkBPF();
}
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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi ,

please do not use stageId anymore , it is going to deprecate soon.

For more information , please refer to below article.

blogs.msdn.microsoft.com/.../how-to-determine-which-business-process-flow-bpf-instance-is-shown-when-a-record-is-opened-2