Friday 19 September 2014

MS CRM 2013 Showing a Specific Process Stage

Suppose you have a Business Process Flow with multiple Stages on entity Opportunity say

1.Quality
2.Develop
3.Propose
4.Close

Now I want to create the opportunity from Stage 3(Propose).Using JavaScript you can easily achieve this.

Solution: We should get the ProcessID and StageID for the Given Business Process Flow.

Get the ProcessID and  use ProcessStage table to get the Stages  where ProcessID equals same.it will display StageID for all the stages. Get the Propose StageID.

Use JavaScript to open the new record :

var parameters = {};
parameters["formid"] = "A837E4A7-01B8-4F82-A475-BE9ABD67E667";//Specific form id
parameters["stageid"] = "1B015DCA-9790-D8D0-0425-54EECEE24900"; // Stage ID for a specific Stage say "Propose"
Xrm.Utility.openEntityForm("opportunity", null, parameters);

Result:


 


Hope it helps,
Yusuf




No comments:

Post a Comment