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

Posted on by 87

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).

pastedimage1645191850756v1.png

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.

pastedimage1645192600571v2.png

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.

  • Suggested answer
    handedee Profile Picture
    handedee 178 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    This works! I still don't know how adding a new field on the BPF form does the trick, but it works :)

  • ChristinaLB Profile Picture
    ChristinaLB 10 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    Hello!

    I found this article and followed the link at the end to export the forms and modify the customizations.xml file: https://learn.microsoft.com/en-us/power-automate/custom-controls-business-process-flows  
    (link at end that walks you through editing the xml: https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Preview-Custom-Controls-in-Business-Process-Flows/ba-p/263237)

     Snag_5F00_a43960c.png

    There are 2 examples in the post but same as you, I only needed the 2nd one for the toggle.  The only thing that it really didn't explicitly outline was updating the GUID (unique id) in the Custom Controls after you paste them into the BPF form.  You have to match the GUID to the fields on the BPF form.

    Feel free to reach out if you have any questions.  I know editing XML can be scary. ;)  But the instructions were easy to follow and as you can see, they worked!  

    Edit: I forgot to mention that I added the fields in question to the main form and added the toggle component to them, which gave me the XML code I needed to copy and paste.  Once you import your solution back into the system, you can remove the fields from the main form, unless you need them there.

  • Aarnav Profile Picture
    Aarnav 125 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    Hi Nya ,

    I am having the isuue as Logan.

    Could you please share  screenshot of your field 'Option Two'?

    thanks

  • Logan W Profile Picture
    Logan W 87 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    unfortunately, no good solution : (   I have to see a dropdown for two options and select it...

  • Nicole L Profile Picture
    Nicole L 525 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

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

  • Suggested answer
    DOMSON Profile Picture
    DOMSON 12 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    Hi Logan W ,

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

    pastedimage1679530636241v1.png

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

    pastedimage1679530931638v2.png

    -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.

    pastedimage1679531478254v4.png

    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.

    pastedimage1679531626328v5.png

    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 :)

    pastedimage1679531870457v6.png

    Step 3.1. Click the field and select change property.

    pastedimage1679531976773v7.png

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

    pastedimage1679532053914v8.png

    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:

    pastedimage1679532358318v9.png

    Hope this helps :)

  • Logan W Profile Picture
    Logan W 87 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    thanks. will do.

  • Verified answer
    Nya Profile Picture
    Nya 29,050 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    Hi,

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

  • Logan W Profile Picture
    Logan W 87 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    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).

    pastedimage1645512484205v1.png

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

  • Verified answer
    Nya Profile Picture
    Nya 29,050 on at
    RE: why is the Two-Option field NOT showing as checkbox in business process?

    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.

    pastedimage1645432203106v1.pngpastedimage1645432207747v2.png

    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.

    pastedimage1645432365591v3.png

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