Set a particular business process flow on create with web api

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Hi all,

I have an incident entity with 2 business process flows and a set of customized buttons on account entity that will automatically create an incident using the web api.
The problem I am having is that depending on which button the user clicks the corresponding bpf should be applied to that record.
I know I could switch to the correct process using setActiveProcess when the record is opened but I would like to avoid it loading twice.
I have been reading this which states:

You can override the default logic of business process flows getting applied automatically to new entity records. To do so, set the ProcessId attribute of the entity to one of the following values while creating a new entity record:

Set it to a specific business process flow entity (as an entity reference). In this case, the system will apply the specified business process flow instead of the default logic.

But I can't seem to figure out how this should be done, I have tried setting the value for processid like this:

entity["processid@odata.bind"] = "/workflows(" + businessProcessId + ")"; //This throws bad request
entity.processid = businessProcessId; //Finishes successfully but the correct BPF is not loaded when opening the record

Any help on how to solve this will be greatly appreciated

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Radu Chiribelea 6,667 on at

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Hi Jon,

I had a similar issue a few days ago and I think that when trying to set the processid in a plug-in registered on created I got an error saying that the stageid is incorrect.

I gave up on that approach and used the SetProcessRequest in a Plug-in set on Post Create- see msdn.microsoft.com/.../microsoft.crm.sdk.messages.setprocessrequest.aspx. This worked fine.

Hope this helps,

Radu

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Community Member on at

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Hi Radu,

According to the documentation this way is no longer viable in version 9.x have you tried this on the 9.x versions ?

If it helps anyone I found a way to do this with js without having to refresh the record onload

//Call this after I have created the incident via web api request on account form
var entity = {}; entity.bpf_name = title; entity["bpf_incidentid@odata.bind"] = "/incidents(" + incidentId + ")"; entity["processid@odata.bind"] = "/workflows(" + processId + ")"; var req = new XMLHttpRequest();
//This uses the entity created with the business process flow req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/new_name_of_bpfs", true); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.onreadystatechange = function() { if (this.readyState === 4) { req.onreadystatechange = null; if (this.status === 204) {
//Open previously created incident after it is set to use the correct process
Xrm.Utility.openEntityForm("incident", incidentId); } } else { //HANDLE ERROR } }; req.send(JSON.stringify(entity));

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Radu Chiribelea 6,667 on at

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Hi Jon,

Thanks for the heads up. I did the plug-in on 8.2.

Nice find.

Regards,

Radu

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