why is the Two-Option field NOT showing as checkbox in business process?

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Posted on by Logan W

the default "two option" fileds in the default lead to opportunity process is showing as a checkbox - so I can simply click on it to switch to the other value (Yes/No).

However, if I create my own "two option" field and add it as a data step to a Business Process flow, it only gives me the two options in a drop-down.

it is VERY weird because I applied exactly the same settings as the default "two option" fields in the default Lead to Opp process flow.

Not sure what's wrong...

Someone please help.

Thanks in advance.

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Bipin D365 28,983 Moderator on at

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Hi,

Open form ->Add fields on form-> Click Change Properties->Format->Display as Checkbox->Save and publish.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Community Member on at

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Hi Logan W,

Yes you can do while change the Yes No option of two option set value.

? ? Yes No. Copy the symbol and paste while creating the filed

Form more information www.linkedin.com/.../checkboxes-business-process-flow-lema-salamov

https://juniorcrmblog.blogspot.com/

https://www.youtube.com/channel/UC3Pe9Y_2SxA9xAmTfuSWQaA/videos

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Logan W 87 on at

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hi Bipin, I know how to make it display as a checkbox on a form. but is there a way to do the same to a field in a Business process flow?

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Logan W 87 on at

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Hi, I came across the article about setting Unicode symbols as values for the two options. I tried that, but unfortunately it still show both options in a drop-down list which is not exactly how a checkbox should behave.

Any further suggestion ?

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Nya 29,060 on at

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Hi Logan,

I have tested both to add a "Two Options" field to the original BPF or a new created BPF.

And the field is always shown as the following way.

I didn't make any particular settings when I created the fields or added them to the BPF.

Maybe you could try to use the "Copy" button to copy the component to the other BPFs and check if it could be shown as the way you want.

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Logan W 87 on at

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thanks for trying to help me. Unfortunately, it doesn't work for me somehow. I also tried using the "Copy" button to copy a system's existing two-option field and link it to my own created two-option set. Once done, all "two option" fields in the BPF show as a drop-down list (which means it even break the default display).

quite confusing. not sure what's going wrong here.

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Nya 29,060 on at

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Hi,

It is recommended to raise a support ticket for further help.

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Logan W 87 on at

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thanks. will do.

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DOMSON 12 on at

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Hi Logan W ,

In this context, I created new BPF called 'Opportunity Checkbox Test' and added Decision Maker(OOTB) as an data step.

When I publish and play the app the result of the BPF is not showing as checkbox.

-As a workaround. Go to your target solution and do the ff:

Step 1. Add the existing entity of your BPF > Go to Forms > Add existing Form > open form and switch to classic.

Step 2. Add a new field in the field explorer pane and make sure to select the data type of the field to be two options data type.

Step 3. Drag the newly created field to a stage where your stage contains checkbox

Note: If you can't find the newly created field click on New Field again in Field explorer pane, wait until it loads and you can see that your newly created field will be shown :)

Step 3.1. Click the field and select change property.

Step 3.2. Go to formatting tab and change the Control formatting to checkbox, then select OK.

Note: If you have multiple stages that needs to be format as checkbox field into your BPF, Just repeat the steps 2 - 3.2

Step 4. Save and publish.

Final Result:

Hope this helps :)

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Nicole L 525 on at

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Have you got a solution? I experience the same issue.

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