First stage Business Process Flow

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Hello everyone,

I would like to customize the first stage of a Business process Flow based on a field value (This field is already filled before the process). In one case, I would like to display a required step (/field). In the other case I would like to hide it and set the step as not required. I need to do it in one process (due to the limit of 10 Business process per Entity). Do you have any idea?

Should I write a javascript which disabled and hide my field? Are there other ways?

Thanks a lot,

Léo

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Akanksha Ranjan 460 on at

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Hi Leo,

You can achieve this by using Enhanced Business Process Flow with Conditional Branching.

Please refer the link below.

https://technet.microsoft.com/library/mt826751.aspx

Thanks

P.S: Please mark the answer verified if found helpful. [View:https://technet.microsoft.com/library/mt826751.aspx:750:50]

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gdas 50,091 Moderator on at

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Hi Leo ,

Akanksha is correct you need to implement conditional branching in OOB business process flow while creation.

Now next thing to make mandatory ,in that case you need to write the code like below -

function OnLoadForm() { Xrm.Page.data.process.addOnStageChange(checkSelectedStage); } function checkSelectedStage() { var stageName = Xrm.Page.data.process.getSelectedStage().getName().toString().toLowerCase(); var stageID = Xrm.Page.data.process.getSelectedStage().getId().toString().toLowerCase(); if (stageName == "ConditionalStageName") { // You can also write condition with stage id if (Xrm.Page.ui.controls.get("header_process_DependentFieldName") != null) { if (Xrm.Page.getAttribute("header_process_DependentFieldName").getValue() == "SomeValue") { //Make Field Business Required if (Xrm.Page.ui.controls.get("header_process_FieldNameStepMandatory") != null) { Xrm.Page.getAttribute("header_process_FieldNameStepMandatory").setRequiredLevel("required"); } } else { //Make Field not business required if (Xrm.Page.ui.controls.get("header_process_FieldNameStepMandatory") != null) { Xrm.Page.getAttribute("header_process_FieldNameStepMandatory").setRequiredLevel("none"); } } } } }

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Hi Akanksha,

Thanks a lot for your answer, I use CRM Dynamics 365 and the stage I would like to customize is the first stage. Unfortunately I can't put a condition before the first stage. (On this example the red lined stage: Qualify)

Thanks.

Léo

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gdas 50,091 Moderator on at

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Hi Leo,

Its by design you have to start the business process flow first stage as default and based on that you can add condition in the next stages and respectively. As an alternate I would suggest to make your first stage filed read only and non mandatory, I don't think there is any other alternate way to add condition on your first stage to make it hide .

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