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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Deactivate Business Wo...
Microsoft Dynamics CRM (Archived)

Deactivate Business Workflows

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Posted on by Corry Casler

I logged in to CRM this morning to create a new account and there is a new business workflow that popped up. I need to remove the business workflow as we don’t use it and it’s taking up too much space on the Account screen.

Can anyone clearly describe to a non-programmer how to remove a business workflow? 3365.delete.jpg

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    There is two things here to hide this, one step that non programmer can configure easily, you just need to deactivate this business process flow (Navigate to Settings->Processes and look for business process flow for this entity and deactivate them)

    But these changes will be applicable to new records only so if you will create new record it will not show this business process flow, but if you will try to open any existing record it will still show this process flow and for that you need to write a quick one line of code, onload of this entity form, so you can create a js webresource paste following method and add that webresource to entity and call following method onload of that entity.

    function hideBusinessProcessFlow()

    {

    Xrm.Page.ui.process.setVisible(false);

    }

    Hope it will help.

    Thanks

  • Corry Casler Profile Picture
    Corry Casler on at

    Perfect. Thankyou Mahen.

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