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Microsoft Dynamics 365 | Integration, Dataverse...
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Prevent click on tabs in business process flows and force user to click on next stage

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In legacy forms, Is there any way to disable the tabs in business process flow and force the user to click on Next Stage to make the user go to next tab/stage?

  • Suggested answer
    RajarajanS Profile Picture
    RajarajanS on at
    RE: Prevent click on tabs in business process flows and force user to click on next stage

    Hello, 

    The way you are trying to limit stage change is not possible.

    But the alternate way to achieve this is with Workflow. For a Process to move from A to B will only happen when some fields are fields or some data is entered or some condition is matched. Have a look at these articles which will give you more idea to perform your task.

    https://www.inogic.com/blog/2018/08/validating-bpf-fields-to-restrict-stages-through-oob-workflow-in-dynamics-365/

    https://crmtipoftheday.com/941/tip-941-limit-who-can-change-the-stage-of-a-process-flow/

    https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/319795/how-to-stop-pause-prevent-previous-stage-button-on-business-process-flow-using-supported-way?pifragment-105564=2#responses

    Hope this helps.

    Best regards,

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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