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dear all
i do have two different Lead forms, linked to two opportunities and two BPF's , the problem is that when creating a new lead of any type , then the BPF does not change, and same thing happens when creating new opportunities, BPF stays the same.
although i did change the Process Flow Order and i changed the security roles but nothing worked.
Note: one user can fill and process both types of leads/opportunities.
thanks,
Hi Ahmad,
As mentioned above, you need to write javascript to achieve the same. If you want to load BPF based on form type, then you need to first get the form type selected and then based on that change the BPF.
The above link from Gautam should help to change the BPF. Refer below to get the form type details from jscript:
docs.microsoft.com/.../formcontext-ui-formselector
Hope this helps.
Hi Ahmad,
Try with this -
rajeevpentyala.com/.../switch-business-process-flow-using-jscript-based-on-crm-forms-field-value
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