Service | Customer Service, Contact Center, Fie...

Change case status based on BPF process step

(0) Share

Report

Posted on by Chandu Reddy

I would like for the case subject to automatically change from “Not Started” to “In Progress” once I have completed the first Business Process Flow stage of a case.

Case status automatically change to In progress when 1st BPF is completed

All responses (5)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

RE: Change case status based on BPF process step

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

Community Member on at

Like (0)

Report

RE: Change case status based on BPF process step

Hi Chandu,

You just modify condition in js code:

Original condition:

if (stagename == "Research") //stage2 name

Modified condition:

if (stagename == "Research" || stagename == "name2" || stagename == "name3" || stagename == "name4" || stagename == "name5" || stagename == "name6") //stage2 name for different BPF

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

Mahone 64 on at

Like (0)

Report

RE: Change case status based on BPF process step

You can do this with a workflow created on the BPF entity. When the active stage changes, update the related case. Use the conditions to do the mapping from the BPF stage to the Case Status reason.
Chandu Reddy 10 on at

Like (0)

Report

RE: Change case status based on BPF process step

Thank you Leah Ju.

We have 6 BPF and stage 2 is different for each BPF. Can this also achieve via workflow rules using field update option?
Suggested answer

Community Member on at

Like (0)

Report
RE: Change case status based on BPF process step

Hi Chandu,

You can use javascript to change case status based on BPF process step.

Here are steps.

1.Js code.

function formonload() { Xrm.Page.data.process.addOnStageChange(changeStatus); // Trigger the function when move to next stage. changeStatus(); } function changeStatus() { var activeStage = Xrm.Page.data.process.getActiveStage(); var stageId = activeStage.getId(); var stagename = activeStage.getName(); if (stagename == "Research") //stage2 name { Xrm.Page.getAttribute("statuscode").setValue(1);//In Progress } }

2.Add js to web resource.

Go Settings > Customization > Customize the System > Web Resources.

3.Add js to OnLoad event of the case form.

(1) Go Settings > Customization > Customize the System > Entities > Case > Form.

Open the main form and click ‘Form Porperties’.

(2) In ‘Form Porperties’ dialog.

(3) Save and publish all customizations.

4.Test.

(1) BPF stage1:

(2) BPF stage2:

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.