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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hidden Fields in Busin...
Microsoft Dynamics CRM (Archived)

Hidden Fields in Business Process Flow

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Posted on by AEdwards 765

Hey Everyone,

So, I've created a custom Business Process Flow (BPF) within Opportunity and, for example, under the second Stage of the BPF I have a field 'Identified Influencer' that is supposed to be hidden until another field, 'Proposal Attached', is set to YES, this is done with a Business Rule.  The issue is when you first click 'Next Stage' the 'hidden' field is visible; Now, it will become hidden if you refresh the page, or if you set 'Proposal Attached' to YES, then back to NO, but it would be really nice if it were hidden when you enter the stage for the first time.  

The Business Rule is:

If 'Proposal Attached' is set to YES, show field 'Identified Influencer'. 

If 'Proposal Attached' is NOT set to YES, hide field 'Identified Influencer'.

Both Fields are on the form as well as in the BPF and work correctly on the form.

I've tried making a workflow that changes 'Proposal Attached' to YES to NO, no luck. I've also tried to make 'Proposal Attached' an Option Set of YES, NO, Null in hopes that third value might help the Business Rule, no luck. 

Thoughts?  Thanks!

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  • Verified answer
    AEdwards Profile Picture
    AEdwards 765 on at
    RE: Hidden Fields in Business Process Flow

    --UPDATE--

    I found a work around for this:

    I put the fields in the BPF on the form in a hidden section, this helps with making the fields in the BPF react more similarly. Then, on top of that, when the form loads, or the BPF Stage changes I run a quick script that just simply reloads the page, this causes the fields to react accordingly.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Hidden Fields in Business Process Flow

    No unfortunately not.

    My general rule is that if the fields need to be hidden/shown based on another value then they are most likely too complex to be in the Business Process Flow.

  • AEdwards Profile Picture
    AEdwards 765 on at
    RE: Hidden Fields in Business Process Flow

    The issue isn't so much that it's not run for every step, just that when you first enter the step it doesn't run until after a page refresh.  

    Is there a way to make it run upon entering the stage?

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Hidden Fields in Business Process Flow

    Hi,

    Yes - this is a known limitation of the BPF (Business Process Flows) and PBL (Portal Business Logic) working together. For performance reasons, PBL is not run for every step - just the one that is currently viewed.

    Not the answer you were looking for I know!

    Hope this helps,

    Scott

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