Announcements
No record found.
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?
*This post is locked for comments
Hi
Please deactivate those BPFs in the Settings->Customization -> Customize the System
then Process. Select the Business Process Flow and click the Deactivate button at the top.
It should not show up for the new records. It would still show up for the old records.
We can't deactivate them as we want to use them on some forms on the entity. just not all forms on the entity.
You can apply Security Roles to BPF.
Hi Jason,
referring to this article:
technet.microsoft.com/.../dn531164.aspx
the only way to control the flows would be the security roles. So you would need to define security roles for each form and BPF to control the availability of BPF for each form.
Cheers,
Andreas
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...
Check this out:
www.microsoft.com/.../assign-a-security-role-to-a-business-process-flow.aspx
If you want to quickly go through about Security Role.
crmbook.powerobjects.com/.../security-roles
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.
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.
Hi,
Apply Security Roles to the Forms you desired to have and to the BPF.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Varsha deshpande 5
JS-09031509-0 3
Ciprian P 2
