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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.
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)
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.
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 :)
Hi,
It is recommended to raise a support ticket for further help.
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.
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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