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Assign Business Process Flow to specific case Form

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Posted on by CSD365

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Hi,

Do have someone an idea how to assign Business Process Flow directly to the specific case Form?

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Forms

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MihirShah 4,038 on at

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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.

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CSD365 125 on at

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I was thinking about some automation process to do it - if we choose form "1" it switch to process "flow1". If user choose form "2", it switch to process "flow2". Do you have any idea how to solve it?

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Joseph Magdy Youssef 10 on at

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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.

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CSD365 125 on at

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It wasn't my question.

I was asking about some automation, for example javascript code which will activate on load or on value change and it will switch in the background automatically Business Process Flow.

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Community Member on at

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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

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