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I am trying to write a powerautomate (may end up being a plugin) that when you create an appointment on an opportunity, just lists the fields that still need to be entered in the current stage.
From the new created phone call, i can get the Opportunity ID, I can get the instance of Business Process Flow against it, and i can even see what the current active stage is.
What i cannot seem to get is the fields under that stage.
Thanks in advance.
Hi,
I don't think you can ealisy get the list of fields per stage because it is stored in XML format in database.
The workaround is to store the comma separated fields name in custom configuration entity and fetch the fields name from power automate by querying this custom configuration entity.
You can have below fields in your Custom Configuration Entity -
Entity Name -> To store the Entity Name BOF belongs to
Name -> Stage Name
Fields -> Comma separated list of fields name
Sample Records in your Configuration Table
Opportunity
Identify
new_field1,new_field2
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
Hi Kolling,
According to me, it is a metadata call. You need to use the business process flow-id in the retrieval request.
Thanks
Regards,
Abdul Wahab
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