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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lock inactive stage in...
Microsoft Dynamics CRM (Archived)

Lock inactive stage in Business Process Flow CRM 2015

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Posted on by bebeben10 130

Hi,

Is there a supported way to lock inactive stages in Business Process Flow?

For instance, I have stage 1 to stage 5 and currently, the active stage is stage 3. I would like to lock the stages 1, 2, 4 and 5 so that the user will not be able to populate fields in other stages except stage 3. There is an out of the box kind of functionality but applicable for cross entity business process flow. Our business process flow is only for single entity.

Any inputs are highly appreciated.

Thanks!

Regards,

Marvs

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Lock inactive stage in Business Process Flow CRM 2015

    Hi,

    I don't think there is any standar config to acheive this. You could write a JS on stage select and then check if it is active or not, if it is not active then disable the fields on that stage.

    Refer following links on JS for BPF-

    community.dynamics.com/.../scripting-on-business-process-flow-in-crm-2015-part-i

    msdn.microsoft.com/.../dn817878(v=crm.7).aspx

    msdn.microsoft.com/.../dn817874(v=crm.7).aspx

    Hope this helps.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at
    RE: Lock inactive stage in Business Process Flow CRM 2015

    An easy way would be to lock all the field's on 1,2,4 and 5 stage.

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