Hide Form on Next Stage of a Business Process Flow

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Posted on by Jay2014

Hi All,

I want to show / hide fields when Business process flow takes user to the next stage. Whats the best way to implement this ?

Should i use different forms and just switch them on next stage or JavaScript .. Any ideas please, not done this before

Thanks,

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Verified answer

Shahbaaz Ansari 6,211 on at

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Hi Ncube

You can use below code for hiding/showing the field on the change of BPF.

function OnLoad() {

// *** Whenever the stage changes trigger an onchange function

Xrm.Page.data.process.addOnStageChange(stageOnChange);

// To remove the function if required ….. Xrm.Page.data.process.removeOnStageChange(stageOnChange);

// *** Whenever a stage is selected trigger a function

Xrm.Page.data.process.addOnStageSelected(stageSelected);

// To remove the function is required …. Xrm.Page.data.process.removeOnStageSelected(stageSelected);

}

function stageOnChange() {

stage = Xrm.Page.data.process.getActiveStage();

Xrm.Page.getControl('fieldname1').setVisible(true);

Xrm.Page.getControl('fieldname2').setVisible(false);

}

function stageSelected() {

stage = Xrm.Page.data.process.getSelectedStage();

Xrm.Page.getControl('fieldname1').setVisible(true);

Xrm.Page.getControl('fieldname2').setVisible(false);

}

If you find it helpful,Please mark my answer as verified.

Best Regards,

Shahbaaz

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Verified answer

gdas 50,091 Moderator on at

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Hi ,

You can implement this using JavaScript method. Here is the code you only need to replace field Id and register "AttachProcessStageChange" function on load event of your form. Here is the code

//You need to register the function AttachProcessStageChange on load of the form function AttachProcessStageChange() { Xrm.Page.data.process.addOnStageChange(StageChangeAction); Xrm.Page.data.process.addOnStageSelected(StageSelectedAction); } function StageChangeAction() { //This is for on change } //This function will fire at the time of stage selection function StageSelectedAction() { var stageName = Xrm.Page.data.process.getSelectedStage().getName().toString().toLowerCase(); //Return stage name //var stageID = Xrm.Page.data.process.getSelectedStage().getId().toString().toLowerCase(); // Stage Id will return GUID You can also do a check with the ID as well if (stageName = "Qualify Lead") { Xrm.Page.getControl("fieldId").setDisabled(true); //Replace fieldId everywhere , this will hide form field Xrm.Page.getAttribute("fieldId").setSubmitMode("always"); //Replace fieldId if (Xrm.Page.ui.controls.get("header_process_fieldId") != null) { //Replace fieldId only Xrm.Page.getControl("header_process_fieldId").setDisabled(true); //Add prefix "header_process_" with your field name to get the BPF field. } } }

Hope this helps.

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Jay2014 on at

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Thank you both, I will look into your suggested solutions

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Shahbaaz Ansari 6,211 on at

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And don't forget to mark answer Verified if it resolves your issue.

Best regards,

Shahbaaz

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