Share
ReportHi,
Do have someone an idea how to assign Business Process Flow directly to the specific case Form?
Categories:
You’re offline. This is a read only version of the page.
125
Hi,
Do have someone an idea how to assign Business Process Flow directly to the specific case Form?
Hi CSD,
You can achieve this using SetActiveProcess Method via JScript.
Please refer to the below article
msdn.microsoft.com/.../dn817878(v=crm.8).aspx
You need to register the js on form load for the respective forms to switch the process
Suggestion:- You might also want to take a look at Enable security roles option on BPFs and Forms
Hope this helps
We had an implementation where we wanted to have something like this, and what we did was making a configuration entity, that holds the formid, and the business process id and the case type, and we had 1 router empty form, only to choose the case type, and once saved, via code, we set the right business process and open the right form, by reading from the configuration entity.
Also make sure to put the form router code in the OnLoad event of all forms, to make sure that the case opens each time with the right form.
Hi,
If you have only 1 business process flow (BPF) for the Case entity that gets assigned / shown to the user when the user opens Case form. The user security role will need access to the BPF.
If you have multiple BPF for the Case entity, the user can change the BPF by selecting the process button (assuming the user security role has access to multiple BPF for the Case entity)
Hope this helps.
#1
André Arnaud de Cal...
291,711
Super User 2024 Season 2
#2
Martin Dráb
230,458
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (
