Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Help with this Idea <Set.Required>

(0) ShareShare
ReportReport
Posted on by

Hello there!

I have a trouble with this "option" in the process flow, because there is needed that User can't saved opportunity until they fill the "Stimated Date" (That the system give them an advice).

My BPM Work like this :

Stage1-------->Stage2------>Stage3------>Stage4------>Stage5----->Stage6 (Close as Won)

  ||

  ||  => Stage7.1 (Close as Loss) 

 \/

Stage8.1 (Enter to On Hold)

So in Stage1 to Stage5 User can go to Stage7.# or Stage8.# , the idea was to see for example: How many opportunities were close at Stage2? (Search by Stage7.2). Theses Stages are Branchs, but rigth now we've a workflow that send emails to User when they're in Stage8.# and the "Stimated Re-Taken Date" is Today (This email is to reming User to enter in the opportunity and decided if Close or Start Again).

If he "Start Again" (Because the contact was changed....), the process return to Stage1 and clean all process values.

And there we have a problem... that form don't set "Required" in the "Stimated Re-Taken Date" when it's "opened" with Js, only when the User saved or Open it.

It's maybe confusing, but I'll give you photos to see it:

required.png

Any idea? 

PD: I only set scripts to give values to "FLAG", the required options were setting with Bussines Rules, because JS can't set requireds in Process Flow (It set, but it's a visual required...)

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Help with this Idea <Set.Required>

    Hello

    Have you made it required from BPF?

    Please check it . this may be solve your issue

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.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans