Dynamics Community Forum Thread Details

Role Based forms in a branched Business Process Flow

Hi All,

I would like to get some advice on an issue that I am struggling a bit with.

Attached you will see the quick design of the scenario I am looking at.

There is a Business Process Flow with the 4 stages (Qualify- Lead, Develop, Propose and Final - Opportunity)
The requirement is that for a group of users there is different process required for managing the opportunities.
So the Qualify stage will remain untouched and be the same for all the users and for the Opportunity a group of users will need a different Opportunity form.
Ideally I would like to avoid having a step in this to change the Business Process manually

I was thinking of the following:

- Branch the Business Process Flow so we have to paths
- create a new Security Role called Salesrep2
- create a new main form (form2) for the opportunity (Security Role = Salesrep2)
- the original main form on the opportunity is usable by everyone (All Security Roles, this maybe needs to change?)
- change the form order that form2 will be on top of the ordering

Is this a proper way of doing this and did I miss any areas which potentially need to have some thoughts as well?
Please advice!

Regards,

Jeroen