Automatically move the stage of the Business Process Flow

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Posted on by PEj

Hi I would like to move the user automatic to the next stage when they have field in all the required step. I know you can use Xrm.Page.data.process.moveNext("", function() {}); to move the user on the next stage. I’m struggling how to write this into JavaScript to check if all steps are complete move on?

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Nuno 2,005 on at

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Hi

First get the steps for the stage:

var stepsCollection = stageObj.getSteps(); // Returns a collection of steps in the stage.

then you can foreach every step in stepsColletion to get its attribute logical name

var stepAttributeName = stepObj.getAttribute(); // Returns the logical name of the attribute associated to the step.

and finally check if the attribute contains data

var attributeValue = Xrm.Page.getAttribute(stepAttributeName).getValue(); // Retrieves the data value for an attribute.

If(attributeValue != null) then attribute contains data.

If the attributes for all steps contain data the move to next stage.

https://msdn.microsoft.com/en-us/library/6b79eb8c-8293-4d3a-a3a7-ea35157cde37#BKMK_Stage

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Aldo Macedo on at

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Hello PEj,

You could check this video www.youtube.com/watch Microsoft Dynamics CRM 2015 Business Process Flows New Features.

How to change process and stage programmatically

develop1.net/.../How-to-change-process-and-stage-programmatically.aspx

I hope this information can help you.

Best regards,

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Community Member on at

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Hi PEj,

This can be done easily by plugin. Try to request the business process and change the process stage accordingly.

https://deepakexploring.wordpress.com/2013/11/21/programmatically-updating-stagesprocess-for-business-process-flow-in-crm-2013/

http://www.neudesic.com/blog/business-process-flows-crm-2013/

http://develop1.net/public/post/How-to-change-process-and-stage-programmatically.aspx

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PEj on at

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Thank-you for your reply, Im getting an error:'stageObj' is undefined. im a newbie to JavaScript so probably missing something.

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ryguy 213 on at

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It appears this function only works if the stage you are moving to is connected to the same entity. There is a "cross entity" error that happens otherwise.

It's actually very annoying that there is no support for scripting cross-entity automation in the process flow...

As far as checking for all the completed steps, you should evaluate the value of the attributes that those steps are based on. There are plenty of resources on Google for working with form attributes in the XRM client side.

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Community Member on at

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While you can advance via plugin, when checking if required fields are on the form it's usually done with client side scripting to validate then have the user interact before we send it to the platform.

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Community Member on at

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This is a little late :( but for the next guy - you have to get the object first:

var stageObj = Xrm.Page.data.process.getActiveStage();

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svignesh 347 on at

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Hi Micheal,

Below is my code

function nextStage(){

console.log(" case moved to next stage");

}

function caseStatusChange(){

parent.Xrm.Page.data.process.moveNext(nextStage());

};

I have attached onchange event to caseStatusChange function

Its throwing "Refused to set unsafe header" error

What have i missed?

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Community Member on at

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Hi Vicky,

No, you need more code, i'm trying to do this javascript too, you can check my code below.

It won't work if you have a step that doesn't have an attribute, can someone help me with that, for example, on my Case(Incident) the first step has a 'Find Customer' and a 'Has Contact?' field, but when i reach the loop, it won't get the attribute, which will stop the loop and call the if(moveToNext), i have a field below that those 2 that is null, but its not getting validated.

//Control var (boolean) var moveToNext = true; //gets the stageObject var stageObj = Xrm.Page.data.process.getActiveStage(); // Returns a collection of steps in the stage. var stepsCollection = stageObj.getSteps(); //loop on the stepsColletion for (var i = 0; i < stepsCollection.getLength(); ++i) { // Returns the logical name of the attribute associated to the step. var stepAttributeName = stepsCollection.get(i).getAttribute(); // Retrieves the data value for an attribute. var attributeValue = Xrm.Page.getAttribute(stepAttributeName).getValue(); //if attribute is null set moveToNext to false if ((attributeValue == null)||(attributeValue == false)) { moveToNext = false; } } // If all attributes contain data if (moveToNext) { //Move to the next stage Xrm.Page.data.process.moveNext(); }

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Ricardo Rodrigues d... 694 on at

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Thanks for the answer. What if the attribute contains data how do I prevent it?

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