Business Process Flow – Page 2 – Nishant Rana's Weblog

Use JavaScript to add onchange event to a field in the Business Process Flow

Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory.

A screenshot of a computer

Description automatically generated

Below is the code we need to add for it.

A screen shot of a computer program

Description automatically generated

function OnLoad(executionContext)
{
	 var formContext = executionContext.getFormContext();
	 formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);
	 CheckStageAndToggleFieldBPF(executionContext);
}

 function CheckStageAndToggleFieldBPF(executionContext) {

        var formContext = executionContext.getFormContext();     
        var activeStage = formContext.data.process.getActiveStage();
        var activeStageId = activeStage.getId();		
        var stagePropose = "3a275c22-fc45-4e89-97fc-41e5ec578743";
     
        if (activeStageId.toLowerCase() === stagePropose) {          
                formContext.getControl("header_process_identifypursuitteam").setDisabled(false);                 
        }
        else {
            formContext.getControl("header_process_identifypursuitteam").setDisabled(true);
        }    

		formContext.getControl("header_process_identifypursuitteam").getAttribute().addOnChange(function(executionContext) {

                if (formContext.getControl("header_process_identifypursuitteam").getAttribute().getValue()) 
				{
                    formContext.getControl("header_process_developproposal").getAttribute().setRequiredLevel("required");
                }
                else 
				{
                    formContext.getControl("header_process_developproposal").getAttribute().setRequiredLevel("none");
                }
            });
  }

We can add it to the field if it is in the form also, that will also work the same. However, if we do not have the field on the form we need to add it to the field on the BPF.

On selecting the value completed for Identify Sales Team, we can see the Develop Proposal field being set as mandatory.

Later if we add the same field on the form, or into another stage of the BPF, the onchange event will apply and work for them.

For the field on the form –

Same field in another stage –

A screenshot of a computer screen

Description automatically generated

Hope it helps..

Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse

Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active.

E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only.

We can use the below JScript to achieve the same.

Because the Propose stage is Inactive we have Identify Sales Team as read only.

On moving to the Propose stage, we can see the field being enabled back.

The key steps are –

In the onload of the form associate your function/logic to the OnStage change method of the Process object.

formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);

Next, check for the active stage ID.

Here to get the active stage ID, open the business process flow and get its Guid.

A computer screen with a green arrow pointing to a black box

Description automatically generated

Then using the awesome SQL4CDS XrmToolBox plugin get the Guid of the particular stage.

function OnLoad(executionContext)
{
	 var formContext = executionContext.getFormContext();
	 formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);
	 CheckStageAndToggleFieldBPF(executionContext);
}

 function CheckStageAndToggleFieldBPF(executionContext) {

        var formContext = executionContext.getFormContext();     
        var activeStage = formContext.data.process.getActiveStage();
        var activeStageId = activeStage.getId();		
        var stagePropose = "3a275c22-fc45-4e89-97fc-41e5ec578743";
     
        if (activeStageId.toLowerCase() === stagePropose) {          
                formContext.getControl("header_process_identifypursuitteam").setDisabled(false);                 
        }
        else {
            formContext.getControl("header_process_identifypursuitteam").setDisabled(true);
        }       
  }

select processidname,stagename, processstageid  from processstage 
where processid = '919E14D1-6489-4852-ABD0-A63A6ECAAC5D'

Also if we have the same fields used in multiple places / stages in the Business Process Flow, we will have the suffix added to the fields, so we need to refer the field appropriately in our script.

header_process_identifypursuitteam
header_process_identifypursuitteam_1
header_process_identifypursuitteam_2

Also check – https://www.c-sharpcorner.com/blogs/options-for-locking-field-on-business-process-flow

Hope it helps..

Business Process Flow UI Improvement in Dynamics 365 / CRM

With 2022 Release Wave 1, we have a small enhancement in the user interface inside the BPF path line’s color contrast.

With 2022 Release Wave 1 turned off–

With 2022 Release Wave 1 – the path that needs to be followed is shown now in a slightly darker shade,

making it easy for an agent to understand the stages to be followed in the business process flow.

Hope it helps..

New addOnStageSelected and addOnStageChange method for process in CRM 2015.

Using addOnStageSelected and addOnStageChange method of Xrm.Page.data.process we can add function to trigger when a Stage in selected in the form or when the stage changes.

Clicking on a different stage

Clicking on a Next Stage

We can also use movePrevious() and moveNext() to move within the Process.

Business Process Flow Client Side Script Reference in CRM 2015

Sharing a mind map for quick and easy reference of new methods added for Business Process Flow in CRM 2015

(click for full screen)

http://goo.gl/ukjhkn

My Notes on Business Process Flow in CRM 2015

In CRM 2013 we were restricted to only those Entities that were 1: n related.
In CRM 2015 we can select any entity on which Business Process Flow is enabled.
Here test is an entity which has business process flow enabled, however it is not related to Contact record i.e. our primary entity