We've got 3 different business processes on the same Account entity, each triggered by a different benefit type. So, is it possible to show a business process flow only when a field has a certain value? It would be ideal if a workflow could trigger which business process to show.
Ex. Display "Regular Member Verification" business process flow only when "Benefit Type" = "Regular Member"
How could we do this?
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Apparently, there have been some changes in the Fall 2016 release. We had a long discussion in a different thread earlier today - just made a blog post about it:
Thanks inogic. Our env is being upgraded, so I'll give this a try when it's online.
Please go through the below blog and it might help you:
http://www.inogic.com/blog/2015/03/scripting-on-business-process-flow-in-crm-2015-part-i/
All you have to do is bind an on change event on the change of field and programmatically set the Active Process that you want based on the explanation available in the above blog.
If this answered your question, please make sure to Mark this as an Answer.
Thanks,
Hi,
It is possible to change business process flow based on the field value change in dynamics CRM. You could create a workflow for the same. The workflow should start when the record is created or when the record fields (i.e. the field value) change.
If the Option-Set field value equals "Value 1"
then Set Process: "Business Process Flow 1"
If the Option-Set field value equals "Value 2"
then Set Process: "Business Process Flow 2"
For more details, refer the link below.
http://www.powerobjects.com/2016/12/06/change-business-process-flows-using-workflow/
http://dynamicscrmcoe.com/changing-business-process-flows-workflows/
Thanks, Alex. I'll look into these.
Hi,
you might likely do it with Javascript - there are a few related methods in the Xrm.Page.ui.process:
- getVisible/setVisible: msdn.microsoft.com/.../dn817860.aspx;MSPPError=-2147217396#BKMK_getVisible
- setActiveProcess: msdn.microsoft.com/.../dn817878.aspx
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