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How to set value in custom field on basis of Business process flow stage

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Posted on by irfanshaikh786

I have to new custom field called Stage.Now i want to update this field whenever business process flow stage change.for Ex if i move businees process flow stage to In progres then this value i have to update in custom field called Stage.In Business process flow we have 3 options New,In progress & Close

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RE: How to set value in custom field on basis of Business process flow stage

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

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RE: How to set value in custom field on basis of Business process flow stage

Hi Partner,

You can try to use js code in the onload event, it can directly update field value based on actived stage name.

In my example, opportunity has a bpf, which named opportunity sales process and has four stage.

1.write js code.

function formonload() { Xrm.Page.data.process.addOnStageChange(getStage); // Trigger the function when move to next stage. getStage(); } function getStage() { var activeStage = Xrm.Page.data.process.getActiveStage(); var stagename = activeStage.getName(); switch (stagename) { case "Qualify": Xrm.Page.getAttribute("new_stage1").setValue(0); break; case "Develop": Xrm.Page.getAttribute("new_stage1").setValue(1); break; case "Propose": Xrm.Page.getAttribute("new_stage1").setValue(2); break; default: Xrm.Page.getAttribute("new_stage1").setValue(3); } }

2.Go Settings > Customizations > Customize the system > web resource to add it.

3.Go Settings > Customizations > Customize the system > entities > opportunity > forms > open main form to click form porperties.

4.Add web resource you just created.

4.test.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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a33ik 84,329 Most Valuable Professional on at

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RE: How to set value in custom field on basis of Business process flow stage

Hello,

You can check this - www.cloudfronts.com/.../