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
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