How to add business process flow for custom entity in managed solution?

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I have a managed solution where I have added a custom entity. I want to add a process for this custom entity. I am able to manage it in unmanaged solution but I don't know how to achieve it in managed solution.

Can anybody suggest me what is the approach to do it?

Thanks in advanced.

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Flydancer 1,332 on at

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Hi Shahriat, please have a look at crmbook.powerobjects.com/.../solutions to understand the different types of CRM Solutions.

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Hi Flydancer, Thanks a lot for your response. I know about them but just wanted to know has any approach to achieve this requirement or not. Please suggest what I can do to achieve this goal.

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gdas 50,091 Moderator on at

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Hi ,

When you customize managed solution entity you just need to add the entity in another unmanged solution. Once you add the entity in unmanaged solution you can do what ever changes . But make sure you need to maintain both the version when you will move the changes to another environment you should deploy first your old managed solution and then your customize solution.

This is how CRM works , as an example dynamics CRM provide OOB entity called contact, account and we are changing on top of those managed entity. And while moving the changes you should have vanilla environment where you get all managed entities like account, contact to import your customize solution.

Hope this helps.

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Hi Goutam, Thank you so much for your reply. Is it possible to setup the process flow through entity form by JavaScript coding on un managed solution and if so could you please suggest some example so that I can follow it to achieve the same as my expectation?

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gdas 50,091 Moderator on at

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Hi Shahriat,

Did you create BPF in your custom entity?

You can deactivate the BPF which you don't need.

Also If you have multiple BPF for an entity (record type), you’ll need to set which process is automatically assigned to new records. In the command bar of BPF ,select Order of BPF which will assigned BPF at the time of load.

In addition if you want to force change BPF using javascript based on certain field value or without condition you can have a look below reference.

rajeevpentyala.com/.../switch-business-process-flow-using-jscript-based-on-crm-forms-field-value

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RaviKashyap 55,410 Moderator on at

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Hi,

You don't add components to managed solution, you add it to the unmanaged solution and then export that unmanaged solution as managed. You can add any component (which is solution aware) including the BPF. Also, please note that for BPF, you need to add the BPF process as well as the BPF entity.

Hope this helps.

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BadrinathB 970 on at

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Hi Shahriat, Always prefer to add your components to an unmanaged solution in lower environments and then move them using managed solution to upper environments. Adding an unmanaged component to your managed solution will be pain in future releases.

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Hi Ravi,

Thank you so much for your reply. Yes I use to customize the crm in unmanaged solution but the situation is different here. For example if I provide the managed solution to client and if they create custom entity in their managed solution and want to add BPF there then they can't do this. So what is the solution in this use case? I don't want to send the unmanaged solution to them because of code privacy for my custom solution. Please suggest.

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BadrinathB 970 on at

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Hi Shahiriat, I don't think you will be able to add any component to your managed solution. You can only add components to your unmanaged solution and export them as mananged.

As per your requirements the only solution which I can think of is 1. create an unmanaged solution in your client environment 2. add all the components from your managed solution to unmanaged solution 3. Create your custom entity and BPF in your new unmanaged solution and export it as managed solution. 4. Import to your higher environments.

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Hi Goutam, Thank you so much for sharing your idea. I have got another idea after checking your given javascript example for BPF switch. My idea is: Is it possible to create a BPF and assign that BPF for each custom entity using javascript attaching on custom entity save event? So that it works for both managed and unmanaged.

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