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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Suggested answer

Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi,

would be good if you can describe more.

If you are referring to Business process flow Stages, you can follow the below methods to get the StageId

SQL query (onPrem)

select processstageid,stagename, processidname
from filteredprocessstage
order by processidname

Javscript

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

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Suggested answer

Community Member on at

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RE: View StageID of Opportunity stages

Hi Syed,

You can use js to get the id of stages of opportunity.

var stageID = Xrm.Page.getAttribute(“stageid”).getValue();

Hope it helps :)

Thanks,

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Verified answer

Rawish Kumar 13,758 on at

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RE: View StageID of Opportunity stages

Hi Syed,

you can easily do it using javascirpt - you have read the stage id and using which you will show and hide the tabs or sections on the form.

www.fmtconsultants.com/business-process-flows-in-dynamics-crm-2013-hidingshowing-a-section-based-on-the-current-stage

mark my suggestion as verified if helpful.

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Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Hi Wei Jie Fun,

Thanks for the reply, let me describe the requirement.

We have 4 Stages discovery, Proposal, Advocate, Close. on the form we have 4 tabs. Please refer to the image.

Now when clicking on the discovery stage then it should show only discovery tab from the form, when moving to next tag Proposal then active both discovery and proposal form, then follow next stage.

So, Requirement is initially all the form's Tab should not appear until we move stages step by step.

hope you are clear.

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Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Hi Rawish,

Thanks for the answer, i just followed the step as shown on the guide but i am getting error. not sure if the process is change on the version.

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Alex Fun Wei Jie 33,626 on at

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RE: View StageID of Opportunity stages

Hi,

Got it , i will reply you tomorrow with solution. Its very late in my side now.

Thanks

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Syed_Faisal 815 on at

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RE: View StageID of Opportunity stages

Thanks a lot !

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Verified answer

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

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Verified answer

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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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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