Microsoft Dynamics CRM (Archived)

Show/Hide Business Process Flow stage based on field(Two Option) value

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Posted on by chauhanhardik

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How I can show/hide BPF stage based on field(Two option) value?

Field(Two Option) values :

Value 1
Value 2

BPF stages

If “Value 1” selected :
- Target -> Estimation -> Bid Submitted -> Project
If “Value 2” selected :
- Estimation -> Bid Submitted -> Project

Please Suggest the solution to achieve the same mentioned above.

Thanks,

Hardik Chauhan

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Mahendar Pal 45,095 on at

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Hi,

You should be able to implement conditional branching in your BPF based on field values, check this: www.microsoft.com/.../enhance-business-process-flows-with-branching.aspx

Thanks

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chauhanhardik 687 on at

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Hi HIMBAP,

Thanks for your reply,

but the way you had suggested in which we can't hide the first stage of the BPF, I've tried the same.

Please suggest the other solution to achieve the same.

Thanks,

Hardik Chauhan

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manojd 1,397 on at

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Hi,

Kindly follow the process given below

First, create a new workflow that runs off of the Opportunity entity and create the conditions on when this workflow needs to run:

The example is when the Purchase Process on the Opportunity record equals Committee.

In the row below, select the row, and then select “add step”:

Then in the dropdown, select “Perform Action”:

When selecting “Performing Action,” an action condition will display:

In the Action dropdown, select “SetProcess” – this MUST be selected in order for a Business Process Flow Action can be taken in a workflow.

Then in the Entity dropdown, it will automatically default to “None (global)” – this is NORMAL. Once “Set Properties” is selected, then this window will be where the entity and Business Process Flow will be identified:

In the Set Properties window, there are two values that need to be identified:

NewProcess – this will identify which Business Process Flow will be updated based upon the Workflow conditions that were set up

Target – this is the Entity that will be affected with the Business Process Flow

Remembering the example above, a business process flow of “NEW Opportunity Process” is needed, and the Target is the Opportunity Record:

Once that information is filled out, save and close. Now, on the Opportunity record, if Purchase Process = Committee, then the Business Process Flow will update to the “NEW Opportunity Process”:

Hope this will help you achieve the desired output

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chauhanhardik 687 on at

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Hi Manoj,

Thanks for the solution, it worked for me.

Thanks,

Hardik Chauhan

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manojd 1,397 on at

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Great, happy to help you

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Seenivasan M 307 on at

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Hi Manoj,

I have 2 questions for you,

1.Do we need to create different BPF process for each conditions?

2.This workflow is Async Type and how it will give immediate results on UI?

Please let me know.

Thanks in Advance.

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manojd 1,397 on at

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Hi Seeni,

Yes, you will have to create different BPF for each condition as shown in above process and it will be triggered on some action as we are trying to achieve this via workflow, as long as you are on same screen even if it is Async workflow it will give the desired result

Thanks

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Seenivasan M 307 on at

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Dear Manoj,

Thanks for your inputs.I will try Async workflow and let you know if i have clarification.

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Community Member on at

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Hi , i tried to do this solution but just the default bpf appear .. have you response why ?

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