Hello ,
I have made custom business process flow for lead. There are two stages with two different entity .
stage 1 : Create lead
Stage 2 : Order
when this lead qualify that time I restricted to create opportunity and creating a order directly from lead. Also I need to change stage 1 to stage 2 automatically when this lead qualified with reference of already created order.
Please do needful.
Thanks,
keyur shah.
*This post is locked for comments
Hi Keyur,
When ever you enable an Entity for Business Process Flow, two fields are created
processid
stageid
So when we want to change the current process flow or the current stage we need to update these fields.
We can update these value through JScript / Plugin using CRM API's
The below link will help you :
http://develop1.net/public/post/How-to-change-process-and-stage-programmatically.aspx
Thanks
Hemant Kumar
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