Hello There!
I've this problem to set stages.
We have 2 way to get in "Opportunity Entity".
1) Enter by Lead-Opportunity (When we have a new client and must qualify)
2) Enter by Opportunity (When we have a old client)
In both I made the same "Selling Process" (sames variables, names, etc). Of course, I've add the stage of qualify in Leads. So we have:
1) Stage(Lead)+Stages(Opportunity) = Process Lead-Opportunity
2) Stages(Opportunity) = Process Opportunity
First I've work with option (2) and made a Script that let me move between stages (Example: From Stage 4 to Stage 1, when we "re-active" the selling).
For this I've use :
if(reabdos==850000000){Xrm.Page.data.process.setActiveStage
("8fe9029a-e925-4224-97eb-f6603847a95b",function (status){........ It's to long.
Where Stage1 Id (2) : "8fe90....." is the StageId1 of the first Stage in this process.
Now, When I've tried use this scrip in option (1)... I discovered:
*Stage1 Id (1) :
"383c3598-56a7-1a70-27db-a8bda1a87c7e"
Where Stage1 will be the first in the "opportunity part" (For Lead part I named Stage0).
The point of it is:
1)Who can script that the setActiveStage move to Stage1 (1) or Stage1 (2) .... we can write "||" ?.
2)I've tried write only Stage1 Id (1), but the callbackFunction give me "Invalid", but I don't know why it's invalid if it's the id gave by console.log(). We have a special method for that?
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Mohamed Amine Mahmoudi
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Super User 2025 Season 1
Community Member
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Victor Onyebuchi
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