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Microsoft Dynamics CRM (Archived)

CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

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Hello All Experts,

Customer is asking about the repetition of the fields on the form as well as on the Business Process Flow.

what i understand is that either we fill the data into the fields from B.P.F or From the from the forms , Both gets reflected.

if i am in a wrong track let me know how to make customer feel good about this.

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  • RE: CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

    Hi,

    As suggested by Ravi and Shahbaaz, the same field on the form as well as BPF will change simultaneously.

    Coming to the question "How can i make client more comfortable with this behavior,", I would suggest you to put all the mandatory fields in the BPF so that the end users will only fill the fields shown in the BPF. Otherwise you can put all the mandatory fields on the form in one section so that repetition of the fields will not take more attention.

    Thanks

    Amit Kumar Rath

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

    Change the value in Business Process Flow also get reflected in form

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

    If you change the value in BPF it will get reflected on form and vice a versa.  Check below screenshot.

    bpflead.PNG 

    IF you find it helpful, Please mark as verified.

    Best Regards,

    Shahbaaz

  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

    Hello Ravi,

    How can i make client more comfortable with this behavior,

    they are seeing fields are repeating two times , so where to fill the data into it.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: CRM 365 How to make understand of Repeating of Fields on B.P.F and form?

    Yes, you are correct. It will reflect on both form & BPF.

    Hope this helps.

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