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Hi Experts,
any ideas on how to achieve this, i have to achieve this when user open the record, move to next stage.
Thanks
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Hi,
you can use the below code to achieve it.
function checkBPF()
{
var activeStage = Xrm.Page.data.process.getActiveStage(); // get the current stage of bpf
var stageId = activeStage.getId(); // stage id
var stagename = activeStage.getName(); // stage name
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") // i would recommend to use stage id
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); // this will help you to trigger the function when user click move to next stage
checkBPF();
furthermore if you plan to migrate to dynamics 365, it is not recommend to directly read the stage id via below method
var stageID = Xrm.Page.getAttribute(“stageid”).getValue();
For more information , please refer to below article.
https://blogs.msdn.microsoft.com/crm/2017/07/30/how-to-determine-which-business-process-flow-bpf-instance-is-shown-when-a-record-is-opened-2/
Hi Alex,
Thanks for the help, it is working now.
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