How to change entity form on stage change?

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Posted on by Community Member

Hi!

I have a customer who wants a different form for each stage of opportunity entity sales process. Ie. different form for Offer and Negotiation stage.

I found a solution to change the form with javascript (Xrm.Page.ui.formSelector.items.get(formId).navigate( ); function). I can not however figure out how to trigger the said javascript on stage change.

Busines Process Flow has abiltiy to trigger workflow either on "Stage Entry" or "Stage Exit". I can not however figure out how to trigger my javascript (web resource)from the workflow.

I have two questions

How do I run web resource(javascript) from workflow?

Is there some other way I can change the form of an entity on stage change?

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meelamri 13,216 User Group Leader on at

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RE: How to change entity form on stage change?

Hi,

What version of CRM are you using?

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Community Member on at

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RE: How to change entity form on stage change?

[quote user="Mehdi El Amri"]
Hi,

What version of CRM are you using?
[/quote]
Hi!

The version is

2021 release wave 1 enabled

Server version: 9.2.21035.00176

Client version: 1.4.2511-2103.5

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meelamri 13,216 User Group Leader on at

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RE: How to change entity form on stage change?

You can use OnStageChange event:

"This event occurs when the stage of a business process flow control changes. This event occurs when the user clicks the Next Stage or Move to previous stage buttons in the user interface or when a developer uses the formContext.data.process.moveNext or formContext.data.process.movePrevious methods. You can’t cancel the stage change using code in a handler for this event."

Please refer to the documentation: docs.microsoft.com/.../onstagechange

Let me know if you need some guidance to implement your code.

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RE: How to change entity form on stage change?

Thank you! This was really simple solution.

For anyone else wondering same thing it is as simple as

function OnFormLoad(){

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

}

Then you just call the OnFormLoad function from web resources from form properties.

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