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How to create a customized button in a business process stage?

Posted on by 160

Dear all,

I have created a business process with three stages to manage our speaker leads: 

pastedimage1674055018194v1.png

In the first stage, I created a Lookup data field to make sure the newly acquired lead is already in the Contact entity:

pastedimage1674055188441v2.png

As you can see, the Next Stage is to create a contact profile. How can I change "Next Stage" to a customized name changed to "Updating Contact" if the speaker is found in our contact entity? At the same, when I click on "Updating Contact" then the page will close this lead and direct me to the existing contact page.

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,801 Moderator on at
    RE: How to create a customized button in a business process stage?

    We can not hide the BPF buttons as It is a limitation.

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 Moderator on at
    RE: How to create a customized button in a business process stage?

    Hello,

    Unfortunately, you cannot customize the OOB  next stage button.

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to create a customized button in a business process stage?

    Hi,

    It is not possible to change the BPF Button Text as described in below link:

     

    But you can write javascript which will trigger when user click next stage button of business process flow as described in below link:

    https://www.crmcrate.com/feeds/using-javascript-for-moving-bpf-to-next-stage/

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