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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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Thank you Nithya!!
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
Also can use these:-
Hide:-
Xrm.Page.ui.process.setVisible(false);
Show:-
Xrm.Page.ui.process.setVisible(true);
Hi,
Apply Security Roles to the Forms you desired to have and to the BPF.
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 Jason,
You could write the following javascript code on load of the form.
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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.
If you want to quickly go through about Security Role.
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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