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Microsoft Dynamics CRM (Archived)

Validation Checks for Each Step in Business Process Flow

Posted on by Microsoft Employee

Hi,

I have a requirement whereby I need to make sure each step/field in the business process flow is filled before the next field is filled. For eg., there is an Approval Stage with 2 steps for approval by 2 people, whereby the record needs to be approved by Person A and then it should be approved by Person B. So for this, I need to make sure Person B is not able to update his/her field until Person A has updated his/hers. This should include all steps in all stages (if a step in stage 1 is not complete, none of the steps in the subsequent stages should be editable)

I have made all steps 'Required', still am able to randomly edit steps in all stages even though the stage 1 is not complete. 

So please let me know how can I give validation checks for each step in the business process flow.

Thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Validation Checks for Each Step in Business Process Flow

    Hi,

    Sorry I had to create the topic again in this forum, as the problem wasnt resolved in the other forum. I really need to find a solution to this problem to move forward.

    Thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Validation Checks for Each Step in Business Process Flow

    Duplicate of community.dynamics.com/.../257935

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