formContext.data.process (Client API reference)
Provides events, methods, and objects to interact with the business process flow data on a form. See formContext.ui.process (Client API reference) for methods to interact with the business process flow control on the form.
Process events and event handler methods
Use the following events and event handler methods to write scripts for business process flows.
Active Process methods
Use these methods to retrieve information about the active process and set a different process as the active process.
Name | Description |
---|---|
getActiveProcess | Returns a Process object representing the active process. |
setActiveProcess | Sets a Process as the active process. |
Process methods
A process contains the data for a business process flow. Use the methods to access properties of the process.
Name | Description |
---|---|
getId | Returns the unique identifier of the process. |
getName | Returns the name of the process. |
getStages | Returns a collection of stages in the process. |
isRendered | Returns a boolean value indicating whether the process is rendered. |
ProcessInstance methods
Use these methods to retrieve information about all the process instances for a record and to set a process instance as the active instance.
Name | Description |
---|---|
getProcessInstances | Returns all the process instances for the table record that the calling user has access to. |
setActiveProcessInstance | Sets a process instance as the active instance. |
Instance methods
A process instance contains the data for an instance of the business process flow. Use the methods to access properties of the process instance.
Name | Description |
---|---|
getInstanceId | Returns the unique identifier of the process instance. |
getInstanceName | Returns the name of the process instance. |
getStatus | Returns the current status of the process instance. |
setStatus | Sets the current status of the active process instance. |
Active Stage methods
Use these methods to retrieve information about the active stage and set a different stage as the active stage.
Name | Description |
---|---|
getActiveStage | Returns a Stage object representing the active stage. |
setActiveStage | Sets a completed stage as the active stage. |
Stage methods
A stage contains the data for a stage in a business process flow. Use the methods to access properties of the stage.
Name | Description |
---|---|
getCategory | Returns an object with a getValue method which will return the integer value of the business process flow category. |
getEntityName | Returns the logical name of the table associated with the stage. |
getId | Returns the unique identifier of the stage. |
getName | Returns the name of the stage. |
getNavigationBehavior | Returns a navigation behavior object for a stage that can be used to define whether the Create button is available for users to create other table record in a cross-table business process flow navigation scenario. |
getStatus | Returns the status of the stage. |
getSteps | Returns a collection of steps in the stage. |
Step methods
A step contains the data for a step in a stage in a business process flow. Use the methods to access properties of the step.
Name | Description |
---|---|
getAttribute | Returns the logical name of the column associated to the step. |
getName | Returns the name of the step. |
getProgress | Returns the progress of the action step. |
isRequired | Returns a boolean value indicating whether the step is required in the business process flow. |
setProgress | Updates the progress of the action step. |
Navigation methods
Use these methods to move to next and previous stages. Both these methods will cause the OnStageChange event to occur.
Name | Description |
---|---|
moveNext | Progresses to the next stage. |
movePrevious | Moves to the previous stage. |
Other useful methods
Use these methods to find information about the stages in the active path, enabled processes, and selected stage.
Name | Description |
---|---|
getActivePath | Gets a collection of stages currently in the active path with methods to interact with the stages displayed in the business process flow control. |
getEnabledProcesses | Asynchronously retrieves the business process flows enabled for a table that the current user can switch to. |
getSelectedStage | Gets the currently selected stage. |
Related articles
formContext.ui.process (Client API reference)
Understand Xrm object model
Controls (Client API reference)