Removing/Hiding Business Process Flows from Forms

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Posted on by Jason Miller

We have multiple forms on the Case entity and want business process flows on some forms and other forms we do not want them to show/appear/be used. Is this possible? If so, how?

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Mark Muskin 45 on at

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Thank you Nithya!!

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agsiddiqui12 10 on at

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This worked for me. My requirement was

2 x Main forms

1 x Business Process flow where BPF is only needed on one form and not the other.

I added the hide code on form load where BPF was not needed and it worked like a charm for me.

Thanks

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Saddamk206 777 on at

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Also can use these:-

Hide:-

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

Show:-

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

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sandeepc 5,514 on at

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technet.microsoft.com/.../dn531164.aspx

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Community Member on at

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Hi,

Apply Security Roles to the Forms you desired to have and to the BPF.

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Rajat Awasthi 675 on at

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Hi Jason ,

You can do this by security roles . Since Case forms will also have some sort of security roles .

You can go to that particular role --> Open that role --> Click on Business Process Flows Tab .

You will see all your BPF's there. Grant the privileges according to your requirement.

Please mark as verified if this helps you.

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Nithya Gopinath 17,078 on at

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Hi Jason,

You could write the following javascript code on load of the form.

function HideOrShowBPF() { var formName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel(); if (formName == "Form1") { Xrm.Page.ui.process.setVisible(false); //Hide Business Process Flow } else if (formName == "Form2") { Xrm.Page.ui.process.setVisible(true); //Show Business Process Flow } }

Hope this helps.

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Gopalan Bhuvanesh 11,401 on at

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If you want to quickly go through about Security Role.

crmbook.powerobjects.com/.../security-roles

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Andreas Cieslik 9,267 on at

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Check this out:

www.microsoft.com/.../assign-a-security-role-to-a-business-process-flow.aspx

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Jason Miller 70 on at

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Thanks! I have come across articles referencing security roles...I still don't see how to do that: When I go to the BPF, click on Enable Security Roles, I only see options (I think) to totally delete the SRs which I don't want to do...

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