How do you lock the stages in business process flow?

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Posted on by Hussman

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I'm confused on how to lock the different stages in CRM 2013. I've seen some demonstrations where the next stage was locked until the previous stage was complete. How can I do the same?

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jlattimer 24,562 on at

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If you set any fields in a stage to required (in the business process editor), they will need to be populated prior to advancing to the next stage.

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Hussman 3,755 on at

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I think you misunderstood. I have several stages and users are able to fill data in different stages so there is no real order. I need to lock all subsequent stages if all the fields are not filled in the previous stage. Like this:

dynamicscrmgirl.files.wordpress.com/.../bpf3-07.png

In that picture; "Create Email" and "Submit Sow" are locked. I'm looking to do the same.

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Community Member on at

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I am having the same problem...

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hweegink 5 on at

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Me too. End users frequently fill in fields in previous stages, which leads to issues in certain workflows that depend on information to be entered in line with the sequence of the business process flow. This unwanted "flexibility" kind of defeats the whole idea of a business process flow in the first place.

Examples I have seen where certain stages are locked, all concern bp-flows with multiple (different) entities (e.g. lead->opportunity->order) . In that case, all stages other than those for the current entity, are locked.

For my client, I have defined a pretty standard 4-stage business process flow where all stages concern the opportunity entity. Apparently, there is no way to lock stages in this situation.

This limitation should really be fixed by Microsoft, as it leads to tons of mistakes by end users and lots of support calls.

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AaronRic 10,035 on at

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This process is called Stage Gating. There is more detail in this article:

download.microsoft.com/.../Process%20Enablement%20with%20Microsoft%20Dynamics%20CRM%202013.pdf

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Tim Dailey 440 on at

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That PDF document is like gold to me right now. Thank you!

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ScottDurow 21 on at

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The locked stages in the screen shot are a result of the business process flow spanning more than one entity. Because the second entity is not yet associated to the process (this happens when the + button is clicked or an existing record is selected) - the subsequent step cannot be viewed because it related to a different form (and email in this case).

You can add another entity to a business process flow by selecting 'Add Entity' from the options menu on the designer.

Hope this helps,

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e1342535-8997-48e6-... 5 on at

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can you please share the PDF document (monali@sunbridgeglobal.com)

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