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Display all Stages of a Business process flow with conditions

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Posted on by Ami K

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Hi everyone,

Context:

I have a business process flow which contains multiple Stages which require approval before moving to a subsequent stage. The approvals are managed by a Flow step within each Stage.

Per the example below, you can see there is a Flow step for more than one Stage.

However, users can still select the run flow button on any stage. I can create a condition in power automate which skips the flow if the previous stage was not approved. But ideally, I would prefer it users could not select the run flow button in the first place. As far as I am aware, it is not possible to hide or lock the Run Flow button ( I have a separate post on this here: https://community.dynamics.com/365/f/dynamics-365-general-forum/479154/lock-hide-run-flow-button-in-business-process-flow)

One option is to add a condition in business process flow editor to prevent the user from navigating to any subsequent stages until the approval triggered in the previous stage is marked “approved”. However this is also not ideal, because it hides the Stage from the form until the condition is met.

Question:

Does anyone know if it is possible to display all Stages of a Business process flow, irrespective of the conditions?

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Ami K 100 on at

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RE: Display all Stages of a Business process flow with conditions

Apologies Eiken for not responding sooner. Thank you for your support on this.

Below is my current method ( no code )

I have created a yes/no field in my Dataverse table for each approval stage. The field updates to “Yes” via Power Automate if the stage is approved (using Lisa Crosbie’s tutorial: https://youtu.be/0tNQLj7uKwQ?t=1).

I have created a condition between each stage to validate whether the previous Stage was approved using this field.

In the example below, the user cannot proceed to the “G6 approval” stage unless the “Is Approved by G7” field equals “Yes”

This process is repeated for subsequent stages. For example, the “Strategy Director Approval” stage cannot proceed unless the “Is Approved by G6” field equals “Yes”

If the condition is not met for each stage, then I recreate the entire business process flow without the conditions. This purely to ensure the entire Business Process Flow still appears in view. There is nothing functional that happens here.

By doing this, the user cannot bypass the current stage because the run flow button is hidden in subsequent stages by default.
Eiken on at

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RE: Display all Stages of a Business process flow with conditions

Hi,

I am afraid that there is something wrong with my code.

It run failure now.

I'll let you know if i find another way to hide it.
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Eiken on at

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RE: Display all Stages of a Business process flow with conditions

Hi,

The getElementById get all button whose id is "MscrmControls.Containers.ProcessStageControl-flowButton_1_flowButton".

You can us Js to select which one you want.

These variables store the current bpf's stage name and id.

You can show the run flow button based on there value.
Ami K 100 on at

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RE: Display all Stages of a Business process flow with conditions

Thanks for this Eiken.

A couple of questions when you have time:

On reading the script, am I correct in that this code will hide the run flow button on all inactive stages?

I am not very knowledgeable on JS script but I notice these variables are declared, but are not used anywhere in the function?

var activeStage = Xrm.Page.data.process.getActiveStage(); var stageId = activeStage.getId(); var stagename = activeStage.getName();
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Eiken on at

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RE: Display all Stages of a Business process flow with conditions

Hi,

You can add Javascript to hide the button,

I am testing to hide the button when on load.

Please refer to my following steps.

function showstage() { Xrm.Page.data.process.addOnStageChange(getStage); getStage(); } function getStage() { setTimeout(function(){ parent.document.getElementById("MscrmControls.Containers.ProcessStageControl-flowButton_1_flowButton").style.display="none" },100) var activeStage = Xrm.Page.data.process.getActiveStage(); var stageId = activeStage.getId(); var stagename = activeStage.getName(); }