Microsoft Dynamics CRM (Archived)

Business Process Flow - set a stage active / skip to the next and lock the previous

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Posted on by Patrick Friedrich

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Dear all,

I guess I´m facing an easy issue but can´t solve it by myself.

I have a BPF with 7 stages and some if/then conditions.

My first stage is such a condition where I only have one required field to split my BPF in two different ways.

When I click on next stage:

- the previous one will be still editable

- the flag still appears in the previous one

- I cannot select the current stage as active - it´s just grey...

Anyone knows why is it?

Thanks

Patrick

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Drew Poggemann 4 on at

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Hi Patrick,

I think you are clicking on the name of the stage vs on "Next Stage" which is what will advance to the next process flow step.

Hopefully this solves your problem.

Thanks much,

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Patrick Friedrich 395 on at

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Hi Drew,

by clicking on the "Next Stage" I´m getting to the next process flow step. But I expect, that the flag also changes to the next step. In my case the flag does not move to the next stage.

The first phase only has a two Options field. When I click on Next Stage as you mentioned im getting to the phase called "Montage". But the flag still appears in the previous Phase. Where the "Next Page" Button on the 2nd phase should be there is a greyed "set to active" --> So I cannot set the next phase to actice and I dont have any clue why it is....

Patrick

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Drew Poggemann 4 on at

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Can you provide screenshots here? This should set the flag as you mentioned, would like to see what your screen shot shows.

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Patrick Friedrich 395 on at

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Drew Poggemann 4 on at

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Are you able to click on "Set Active" on the process flow for that step and does that change the flag? I know this is another language that I don't understand.

Thanks,

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Patrick Friedrich 395 on at

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If you look at my screenshot on the right hand bottom there is a grey word with the flag called "Auf Aktiv....." That´s the "Set Active" you are looking for. But I cannot click on it. And if I go to the next stage it doesn´t change to active automatically.

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Shahbaaz Ansari 6,211 on at

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Hi Patrick,

Do you have any required field on the first stage of BPF, if yes you have to fill the value for that field and then you can move to the next stage with active flage on that.

Thanks,

Shahbaaz

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Drew Poggemann 4 on at

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Hi Patrick,

Looks like Microsoft might be working on a bug with this. The article here talks about deactivating and re-activating to temporarily fix. Hopefully this helps.

community.dynamics.com/.../222616

Thanks,

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Patrick Friedrich 395 on at

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Hi Drew & Shaubaaz,

the only one field in my first stage is a two options field which is required.

If I set this field to "yes", then the BPF collapses because there are some additional stages to do. If I set this field to "No" the BPF keeps as standard. In both cases I can click "next stage" - the new phase appears as the deeper green phase but the flag doesnt move to the new phase. And I still cannot click on set active :(

I´m currently looking at my BPC but can´t identify any wrong logic.

Thanks,

Patrick

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Drew Poggemann 4 on at

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Did you see my last post on the possible bug and workaround?

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