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Process Stage (ProcessStage) table/entity reference (Microsoft Dataverse)

Stage associated with a process.

Messages

The following table lists the messages for the Process Stage (ProcessStage) table. Messages represent operations that can be performed on the table. They may also be events.

Name
Is Event?		 Web API Operation SDK for .NET
Associate
Event: True		 Associate records Associate records
Create
Event: False		 POST /processstages
See Create		 Create records
Delete
Event: False		 DELETE /processstages(processstageid)
See Delete		 Delete records
Disassociate
Event: True		 Disassociate records Disassociate records
Retrieve
Event: False		 GET /processstages(processstageid)
See Retrieve		 Retrieve records
RetrieveActivePath
Event: False		 RetrieveActivePath RetrieveActivePathRequest
RetrieveMultiple
Event: False		 GET /processstages
See Query data		 Query data

Properties

The following table lists selected properties for the Process Stage (ProcessStage) table.

Property Value
DisplayName Process Stage
DisplayCollectionName Process Stages
SchemaName ProcessStage
CollectionSchemaName ProcessStages
EntitySetName processstages
LogicalName processstage
LogicalCollectionName processstages
PrimaryIdAttribute processstageid
PrimaryNameAttribute stagename
TableType Standard
OwnershipType None

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

Connector

Property Value
Description The connector associated with the stage.
DisplayName Connector
IsValidForForm True
IsValidForRead True
LogicalName connector
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

IsTrigger

Property Value
Description Whether the stage is a trigger
DisplayName Is Trigger
IsValidForForm True
IsValidForRead True
LogicalName istrigger
RequiredLevel None
Type Boolean
GlobalChoiceName processstage_istrigger
DefaultValue False
True Label Yes
False Label No

OperationId

Property Value
Description The operation id of the stage
DisplayName Operation Id
IsValidForForm True
IsValidForRead True
LogicalName operationid
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

OperationKind

Property Value
Description The operation kind
DisplayName Operation Kind
IsValidForForm True
IsValidForRead True
LogicalName operationkind
RequiredLevel None
Type Picklist
DefaultFormValue -1
GlobalChoiceName processstage_operationkind

OperationKind Choices/Options

Value Label
473330000 Http
473330001 PowerApp
473330002 PowerAppV2
473330003 Button
473330004 ApiConnection
473330005 Alert
473330006 EventGrid
473330007 CurrentTime
473330008 ConvertTimeZone
473330009 GetFutureTime
473330010 GetPastTime
473330011 AddToTime
473330012 SubtractFromTime
473330013 AzureMonitorAlert
473330014 SecurityCenterAlert
473330015 JsonToJson
473330016 JsonToText
473330017 XmlToJson
473330018 XmlToText
473330019 Geofence
473330020 ODataOpenApiConnection
473330021 IndexOf
473330022 Substring
473330023 VirtualAgent
473330024 FormatNumber
473330025 Skills
473330026 PowerPages
473330027 TeamsWebhook

OperationType

Property Value
Description The type of the operation
DisplayName Operation Type
IsValidForForm True
IsValidForRead True
LogicalName operationtype
RequiredLevel None
Type Picklist
DefaultFormValue -1
GlobalChoiceName processstage_operationtype

OperationType Choices/Options

Value Label
473330000 Http
473330001 ApiApp
473330002 Recurrence
473330003 Workflow
473330004 Flow
473330005 Wait
473330006 ApiConnection
473330007 OpenApiConnection
473330008 Manual
473330009 ApiConnectionWebhook
473330010 OpenApiConnectionWebhook
473330011 Response
473330012 HttpWebhook
473330013 Compose
473330014 Query
473330015 Function
473330016 ApiManagement
473330017 XmlValidation
473330018 FlatFileEncoding
473330019 Scope
473330020 Request
473330021 If
473330022 Foreach
473330023 Until
473330024 Xslt
473330025 FlatFileDecoding
473330026 Terminate
473330027 IntegrationAccountArtifactLookup
473330028 Switch
473330029 ParseJson
473330030 Table
473330031 Join
473330032 Select
473330033 InitializeVariable
473330034 IncrementVariable
473330035 DecrementVariable
473330036 SetVariable
473330037 AppendToArrayVariable
473330038 AppendToStringVariable
473330039 Batch
473330040 SendToBatch
473330041 SlidingWindow
473330042 Expression
473330043 Liquid
473330044 JavascriptCode
473330045 As2Decode
473330046 As2Encode
473330047 RosettaNetEncode
473330048 RosettaNetDecode
473330049 RosettaNetWaitForResponse
473330050 ApiConnectionNotification
473330051 Changeset
473330052 SwiftEncode

ParameterName

Property Value
Description The parameter name.
DisplayName Name
IsValidForForm True
IsValidForRead True
LogicalName parametername
RequiredLevel ApplicationRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

ParameterValue

Property Value
Description The parameter value.
DisplayName Value
IsValidForForm True
IsValidForRead True
LogicalName parametervalue
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 2000

ParentProcessStageId

Property Value
Description The parent stage for the parameter.
DisplayName Stage
IsValidForForm True
IsValidForRead True
LogicalName parentprocessstageid
RequiredLevel ApplicationRequired
Type Lookup
Targets processstage

PrimaryEntityTypeCode

Property Value
Description Primary entity associated with the stage.
DisplayName Primary Entity
IsValidForForm False
IsValidForRead True
LogicalName primaryentitytypecode
RequiredLevel SystemRequired
Type EntityName

ProcessId

Property Value
Description Shows the ID of the process.
DisplayName Process
IsValidForForm False
IsValidForRead True
LogicalName processid
RequiredLevel SystemRequired
Type Lookup
Targets workflow

ProcessStageId

Property Value
Description Shows the ID of the process stage record.
DisplayName Process Stage
IsValidForForm False
IsValidForRead True
LogicalName processstageid
RequiredLevel SystemRequired
Type Uniqueidentifier

StageCategory

Property Value
Description Select the category of the sales process.
DisplayName Stage Category
IsValidForForm True
IsValidForRead True
LogicalName stagecategory
RequiredLevel None
Type Picklist
DefaultFormValue 0
GlobalChoiceName processstage_category

StageCategory Choices/Options

Value Label
0 Qualify
1 Develop
2 Propose
3 Close
4 Identify
5 Research
6 Resolve
7 Approval

StageName

Property Value
Description Type a name for the process stage.
DisplayName Process Stage Name
IsValidForForm True
IsValidForRead True
LogicalName stagename
RequiredLevel SystemRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

ClientData

Property Value
Description Step metadata for process stage
DisplayName Client Data
IsValidForForm False
IsValidForRead True
LogicalName clientdata
RequiredLevel None
Type Memo
Format TextArea
FormatName TextArea
ImeMode Auto
IsLocalizable False
MaxLength 1073741823

OwnerId

Property Value
Description Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.
DisplayName Owner
IsValidForForm False
IsValidForRead True
LogicalName ownerid
RequiredLevel ApplicationRequired
Type Owner
Targets systemuser, team

OwnerIdType

Property Value
Description
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

OwningBusinessUnit

Property Value
Description Select the business unit that owns the record.
DisplayName Owning Business Unit
IsValidForForm False
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel ApplicationRequired
Type Uniqueidentifier

VersionNumber

Property Value
Description Version number of the process stage.
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
RequiredLevel None
Type BigInt
MaxValue 9223372036854775807
MinValue -9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

process_processstage

One-To-Many Relationship: workflow process_processstage

Property Value
ReferencedEntity workflow
ReferencedAttribute workflowid
ReferencingAttribute processid
ReferencingEntityNavigationPropertyName processid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: Cascade
Unshare: Cascade

processstage_parentprocessstage

One-To-Many Relationship: processstage processstage_parentprocessstage

Property Value
ReferencedEntity processstage
ReferencedAttribute processstageid
ReferencingAttribute parentprocessstageid
ReferencingEntityNavigationPropertyName ParentProcessStageId
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

lk_expiredprocess_activestageid

Many-To-One Relationship: expiredprocess lk_expiredprocess_activestageid

Property Value
ReferencingEntity expiredprocess
ReferencingAttribute activestageid
ReferencedEntityNavigationPropertyName processstage_expiredprocess
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

lk_newprocess_activestageid

Many-To-One Relationship: newprocess lk_newprocess_activestageid

Property Value
ReferencingEntity newprocess
ReferencingAttribute activestageid
ReferencedEntityNavigationPropertyName processstage_newprocess
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

lk_translationprocess_activestageid

Many-To-One Relationship: translationprocess lk_translationprocess_activestageid

Property Value
ReferencingEntity translationprocess
ReferencingAttribute activestageid
ReferencedEntityNavigationPropertyName processstage_translationprocess
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_account

Many-To-One Relationship: account processstage_account

Property Value
ReferencingEntity account
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_account
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_adx_portalcomment

Many-To-One Relationship: adx_portalcomment processstage_adx_portalcomment

Property Value
ReferencingEntity adx_portalcomment
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_adx_portalcomment
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_appointments

Many-To-One Relationship: appointment processstage_appointments

Property Value
ReferencingEntity appointment
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_appointments
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_contact

Many-To-One Relationship: contact processstage_contact

Property Value
ReferencingEntity contact
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_contact
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_emails

Many-To-One Relationship: email processstage_emails

Property Value
ReferencingEntity email
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_emails
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_faxes

Many-To-One Relationship: fax processstage_faxes

Property Value
ReferencingEntity fax
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_faxes
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_knowledgearticle

Many-To-One Relationship: knowledgearticle processstage_knowledgearticle

Property Value
ReferencingEntity knowledgearticle
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_knowledgearticle
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_letters

Many-To-One Relationship: letter processstage_letters

Property Value
ReferencingEntity letter
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_letters
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_parentprocessstage

Many-To-One Relationship: processstage processstage_parentprocessstage

Property Value
ReferencingEntity processstage
ReferencingAttribute parentprocessstageid
ReferencedEntityNavigationPropertyName processstage_parentprocessstage
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_phonecalls

Many-To-One Relationship: phonecall processstage_phonecalls

Property Value
ReferencingEntity phonecall
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_phonecalls
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_processstageparameter

Many-To-One Relationship: processstageparameter processstage_processstageparameter

Property Value
ReferencingEntity processstageparameter
ReferencingAttribute processstageid
ReferencedEntityNavigationPropertyName processstage_processstageparameter
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_recurringappointmentmasters

Many-To-One Relationship: recurringappointmentmaster processstage_recurringappointmentmasters

Property Value
ReferencingEntity recurringappointmentmaster
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_recurringappointmentmasters
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

ProcessStage_SyncErrors

Many-To-One Relationship: syncerror ProcessStage_SyncErrors

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName ProcessStage_SyncErrors
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_systemusers

Many-To-One Relationship: systemuser processstage_systemusers

Property Value
ReferencingEntity systemuser
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_systemusers
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_tasks

Many-To-One Relationship: task processstage_tasks

Property Value
ReferencingEntity task
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_tasks
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

processstage_teams

Many-To-One Relationship: team processstage_teams

Property Value
ReferencingEntity team
ReferencingAttribute stageid
ReferencedEntityNavigationPropertyName processstage_teams
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference
processstage