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Changing Stage step on a ribbon button click RRS feed

  • Question

  • USIING CRM 2015

    I have changed out of the box Process to be something like this

    Propose > Evaluation > Close

    In  my design user will only get to click on the "Qualify" and "Disqualify" button in the Evaluation stage.  I want the progress of the flow (the flag) to automatically move the close stage once either of the button is pressed.

    Similarly - I want the progress of the flow (the flag) to automatically move to the Evaluation stage when "Reactivation" button is pressed from the button. 

    Could you kindly tell me  - what would be the easiest way (code\configuration) to achieve this?

    Thanks,

    Hasib


    Hasibur Rahman


    Friday, March 11, 2016 12:40 AM