Microsoft Dynamics CRM (Archived)

Dynamics 365 get the datetime for business process flow stage changed.

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Posted on by EmployeeOcta

Hello All Experts,

Currently we are having one business process flow.

I need to get the date and time and save into the separate field when stage is changed.

is there any possibility of achieving this functionality.

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Rajkumar Rajaraman on at

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Using javascript you can achieve this. You need to track stage id. Refer the following thread:

community.dynamics.com/.../267468

Hope this helps

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Alex Fun Wei Jie 33,628 on at

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Hi,

Besides using JS, you also can achieve it via workflow.

Do you know now every BPFs is an entity? and you can create a workflow under BPf entity.

Create a workflow using real time, untick the run in background, select the BPF entity.

Select Process changes, and select Active stage.

Create an update step, point to the entity you want to update, and using execution time as dynamics value.

after i changed the stage, the time is recorded.

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EmployeeOcta 6 on at

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Hello Wei,

I am not able to select the Operator and Look for option as execution time (process).

why this is so happening, may i know what could be the reason for this.

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Alex Fun Wei Jie 33,628 on at

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Hi,

can you share your workflow setting as picture?

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EmployeeOcta 6 on at

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Hello Wei,

I have got that issue didn't selected the filed so it was missing to select the option.

i have already added the field on the form and selected that so it's working fine.

This workflow is working fine but trouble is that it's working for all the fields which are getting updated on the form and not only for stage change.

Although in the workflow as you suggested above i am using that conditions only.

i am looking for the answer of it.

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Alex Fun Wei Jie 33,628 on at

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Hi,

I tested in my side, I have same behaviour like you . But this not suppose to be like that, it looks like a bug to me. I will report to Microsoft.

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EmployeeOcta 6 on at

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Yup, I will also report to Microsoft the same.

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EmployeeOcta 6 on at

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Hello Wei,

For the time being i have selected in the

The screenshot below.

And put that value into the required datetime field.

This is working at my end, could you please confirm if it's working at your end.

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Alex Fun Wei Jie 33,628 on at

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Hi,

yes, it is working in my side, but at the same time if i edit any field on form. It get updated too.

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EmployeeOcta 6 on at

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Hello Wei Jie,

It's working fine at my end, how come this logic is getting failed, even Microsoft also tole me , my logic is correct.

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