Business Scenario:
We had Lead to Opportunity Sales Process (BPF) having
5 stages define on Lead and Opportunity entity.
Now, requirement is such that when any quotes attached
to opportunity get lost then BPF stage to be brought back to Propose stage.
Quote is another entity and it had its own form and
events and as BPF is not present on quote entity we are required to use the
script to update the stage of BPF.
Technical Concept Understanding:
Let’s understand a little concept before we jump to code.
1) BPF is an Entity
Each BPF is considered as an entity in Dynamic CRM and it
maintains relationship with the entities involved in it.
In our case we have leadid and opportuntyid
2) BPF instances can
be retrieved using advanced find
3) BPF stage name can
be accessed from Code only
We cannot see the entity under customizations, but we
can query its data.
var apiQry
= "/api/data/v9.1/processstages?";
apiQry += "$select=processstageid,stagename";
apiQry += "&$filter=primaryentitytypecode eq
'opportunity'";
Here is a JSON output
"value": [
{
"@odata.etag": "W/\"2500100\"",
"processstageid": "650e06b4-789b-46c1-822b-0da76bedb1ed",
"stagename": "Develop"
},
{
"@odata.etag": "W/\"2500098\"",
"processstageid": "6b9ce798-221a-4260-90b2-2a95ed51a5bc",
"stagename": "Qualify"
},
{
"@odata.etag": "W/\"835939\"",
"processstageid": "3a275c22-fc45-4e89-97fc-41e5ec578743",
"stagename": "Propose"
},
{
"@odata.etag": "W/\"1840305\"",
"processstageid": "e81cba7c-2dc3-4862-8f2b-88a29c809484",
"stagename": "Price
Negotiation"
},
{
"@odata.etag": "W/\"2500104\"",
"processstageid": "bb7e830a-61bd-441b-b1fd-6bb104ffa027",
"stagename": "Close"
}
]
Code Solution:
Now
we need to register our event on Quote Close.
For
simplicity I registered code on some field change event to test the functionality.
var Quote = {
Functions: {
quoteClose:
function () {
var opportunity = Xrm.Page.getAttribute("opportunityid").getValue();
if (opportunity != null) {
var opportunityId = opportunity[0].id;
var apiQuery = "/api/data/v9.1/leadtoopportunitysalesprocesses?";
apiQuery += "$select=_activestageid_value,businessprocessflowinstanceid";
apiQuery += "&$filter=_opportunityid_value
eq " + opportunityId;
var req = new
XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + apiQuery, false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState
=== 4) {
req.onreadystatechange = null;
if (this.status
=== 200) {
var results = JSON.parse(this.response);
for (var i = 0; i
< results.value.length; i++) {
var _activestageid_value =
results.value[i]["_activestageid_value"];
var businessprocessflowinstanceid =
results.value[i]["businessprocessflowinstanceid"];
// To just have
a concept, I have hard-coded Process Stage here
// or else you can retrieve it using above mentioned web api
query.
var proposeStageId = '3a275c22-fc45-4e89-97fc-41e5ec578743';
if (_activestageid_value !=
proposeStageId) {
Quote.Functions.updateLeadToOptySalesStage_To_Propose(businessprocessflowinstanceid,
proposeStageId);
}
}
}
else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
},
updateLeadToOptySalesStage_To_Propose:
function
(businessprocessflowinstanceid, proposeStageId) {
var entity = {};
entity["activestageid@odata.bind"] = "/processstages(" + proposeStageId + ")";
var req = new
XMLHttpRequest();
req.open("PATCH",
Xrm.Page.context.getClientUrl() + "/api/data/v9.1/leadtoopportunitysalesprocesses(" + businessprocessflowinstanceid + ")", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange
= function () {
if (this.readyState
=== 4) {
req.onreadystatechange = null;
if (this.status
=== 204) {
//Success - No
Return Data
alert('Opportunity Sales stage is back to Propose stage, please act
accordingly');
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
}
}
}
I hope this help you.
Thanks.
Vipin Jaiswal
