Microsoft Dynamics CRM (Archived)

Code error for show/hide tab based on BPF

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Posted on by Syed_Faisal

815

Hi,

I got this below code from the community, code is for when changing the BPF stages, Tabs visible.

Now issue when changing the stages, Tab is not getting visible but it is visible only after manually refreshing the whole page. Each time i need to refresh page when moving to next stage.

Please help !

Below is the code :

function checkBPF()
{
var activeStage = Xrm.Page.data.process.getActiveStage();
var stageId = activeStage.getId();
var stagename = activeStage.getName();

// you can apply your if else logic to show hide the tab, you can use stageid or stagename, depending on your preferences.

if( stagename == "Discovery")

{

Xrm.Page.ui.tabs.get("Discovery").setVisible(true); //set your tabname here.

Xrm.Page.ui.tabs.get("Proposal").setVisible(false);//set your other tabname here.

Xrm.Page.ui.tabs.get("Advocacy").setVisible(false);

Xrm.Page.ui.tabs.get("Close").setVisible(false);

}

else if ( stagename == "Proposal")

{

Xrm.Page.ui.tabs.get("Proposal").setVisible(true);

Xrm.Page.ui.tabs.get("Advocacy").setVisible(false);

Xrm.Page.ui.tabs.get("Close").setVisible(false);

}

else if ( stagename == "Advocacy")

{

Xrm.Page.ui.tabs.get("Advocacy").setVisible(true);

Xrm.Page.ui.tabs.get("Close").setVisible(false);

}

else if ( stagename == "Close")

{

Xrm.Page.ui.tabs.get("Close").setVisible(true);

}

function formonload()
{
Xrm.Page.data.process.addOnStageChange(checkBPF);
checkBPF();
}

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

I have updated the code and now it is working fine.

1 issue i am facing now, First creating a new lead then Qualifying the lead and it converts into Opportunity.

When the screen switch from Lead to Opportunity code doesn't work. I need to close the opportunity and open back & refresh the page then it works.

Also tested with multiple browser, still same.

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gdas 50,091 Moderator on at

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RE: Code error for show/hide tab based on BPF

My mistake , Updated the above code its should be "addOnStageChange" instead "addOnStageChanged"

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

Hi Gowtham,

Code is working fine but in between getting this pop up error.

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

Thanks Radu for the suggestion,

I am not good in code so, was delay to understand the answer.

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

Thanks a lot Goutham,

Code works absolutely fine. Thanks again,

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Radu Chiribelea 6,667 on at

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RE: Code error for show/hide tab based on BPF

When I said onChange I was referring to Xrm.Page.data.process.addOnStageChange(checkBPF);

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gdas 50,091 Moderator on at

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RE: Code error for show/hide tab based on BPF

Hi Sayed ,

Try with this -

//Registered the method in onload function formonload() { Xrm.Page.data.process.addOnStageSelected(checkBPF); Xrm.Page.data.process.addOnStageChange(checkBPF); } function checkBPF() { var activeStage = Xrm.Page.data.process.getActiveStage(); var stageId = activeStage.getId(); var stagename = activeStage.getName(); // you can apply your if else logic to show hide the tab, you can use stageid or stagename, depending on your preferences. if (stagename == "Discovery") { //// Its best practice to check condition with ID Xrm.Page.ui.tabs.get("Discovery").setVisible(true); //set your tabname here. Xrm.Page.ui.tabs.get("Proposal").setVisible(false);//set your other tabname here. Xrm.Page.ui.tabs.get("Advocacy").setVisible(false); Xrm.Page.ui.tabs.get("Close").setVisible(false); } else if (stagename == "Proposal") { Xrm.Page.ui.tabs.get("Proposal").setVisible(true); Xrm.Page.ui.tabs.get("Advocacy").setVisible(false); Xrm.Page.ui.tabs.get("Close").setVisible(false); } else if (stagename == "Advocacy") { Xrm.Page.ui.tabs.get("Advocacy").setVisible(true); Xrm.Page.ui.tabs.get("Close").setVisible(false); } else if (stagename == "Close") { Xrm.Page.ui.tabs.get("Close").setVisible(true); } }

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

I just tried on TabOnChange but still no luck

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Syed_Faisal 815 on at

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RE: Code error for show/hide tab based on BPF

Hi Radu,

There is no OnChange event option here, Code should work based on Next Stage action.

When clicking on Next Stage, it should work.

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Radu Chiribelea 6,667 on at

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RE: Code error for show/hide tab based on BPF

seems that onChange the event handler is not called.

Can you add a debugger or a breakpoint within your code and see if gets hit?

What values do you see for the locals?

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