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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to configure field...
Microsoft Dynamics CRM (Archived)

How to configure fields as 'required' dependent on other field values in Business Process Flow

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Posted on by Community Member Microsoft Employee

In my hypothetical process flow below... in stage 1 I have an option set 'Sales type'  with options 'Email' and 'Phone'. On the next stage I want to show only particular steps based on the option set in stage 1. For example:

Stage 2 steps if 'Email' selected:
Meeting: Yes / No
Call: Yes / No

Stage 2 steps if 'Phone' selected:
Meeting: Yes / No
Call: Yes / No
Proposal: Yes / No

We also want to make 'Proposal' mandatory (required) to progress past stage 2.

What I have tried so far:

  • Setting a business rule on the form:

If 'Email' Selected - hide 'proposal' - set to not required  - if 'phone' selected show 'proposal'

Setting 'Proposal' as required on the form

This does not work as progression an opportunity for email still shows incomplete steps.

 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to configure fields as 'required' dependent on other field values in Business Process Flow

    Hi Pawel, Thanks for taking the time to reply. The form business rule does seem to hide the field on the business process flow too, but it will still show the 'incomplete steps error'.  I think the only way is to set up a conditional branch, my only issue is that, it wasn't as simple as my hypothetical scenario and actually their are three further stages with dependent fields based on the option set. Therefore would need to setup 9 stages instead of 3. As our process flow already has almost 20 sales stages, due to various services our sales guys work on, it's getting rather full already.

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How to configure fields as 'required' dependent on other field values in Business Process Flow

    Sorry, I don't understand this: "progression an opportunity for email still shows incomplete steps". Business rule will not hide a field on Business Process Flow, you will have to do it using JavaScript OR simply change the Business Process Flow to have a conditional branch - if Sales Type = Email then show Stage with meeting and call, if type = Phone, then show Stage with meeting, call and proposal. Tutorial can be found here:

    technet.microsoft.com/.../mt826751.aspx

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