How to fix BPF displaying on non sales leads

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Posted on by Sol007

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Hi community,

I have a use case of which a sales custom BPF process is displaying on a target instance where the field record type is sales even though it is not. Can some provide some guidance if by creating a business rule would fix this issue?

Thanks in advance

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Community Member on at

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Hi Sol007,

You want to hide the BPF based on one field value, right?

If so, you can achieve it through js code:

setVisible (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

function hideBPF(executionContext) { var formContext = executionContext.getFormContext(); var type = formContext.getAttribute("new_type").getValue();//the field you need if(type == 0)//type is sales formContext.ui.process.setVisible(false); else formContext.ui.process.setVisible(true); }

open one entity form to add the js code:

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Bipin D365 28,985 Moderator on at

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Hi,

Please register above code on onload event of your form too addition to onchange event.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Sol007 187 on at

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Hi Leah Ju,

It appears the use case is to hide the BPF appearing on non-sales lead forms. Will this still be achievable with js code or via a business rule logic?

Thanks

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Hi Sol007,

Can you explain what is 'non-sales lead forms'?

And you can't hide BPF through business rule, js code is one good way.

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Sol007 187 on at

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There are more than one active lead forms that are non sales and the BPF appears on all of them. Idea is to make the BPF non visible to these other forms? Could it non visible through security roles on each forms?

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Sol007 187 on at

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Hi Leah Ju,

Please screenshot, on the Lead form there are several other forms which the BPF appears on creating a new lead but the BPF should only be visible for record type Sales. Is this only achievable with js code? Thanks in advance.

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Hi Sol007,

If you want to show/hide BPF based on the type field value, It is only achievable with js code.

And you need logic name of the type field and correct value of sales options in js code.

Go Settings > Customizations > Customize the system > Entities > Lead > Fields to find the type field you are using.

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