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Microsoft Dynamics CRM (Archived)

Stage gate an Action Step

Posted on by Microsoft Employee
How to stage gate an action step?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Stage gate an Action Step

    Setting a field as required / mandatory only seems to work for Data Steps, not Action Steps. My BPF's contain no Data Steps so need to find some other way to do this.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Stage gate an Action Step

    Hi,

    You can marke the field required within the business process flow stage/ step. This will ensure that user needs to proide the value for the required field in order to move forward.

    Please refer this article for more details-

    crmbook.powerobjects.com/.../process-flows

    crmbook.powerobjects.com/.../business-process-flows

    community.dynamics.com/.../stage-gating-a-business-process-flow-using-two-options-attribute-type-in-dynamics-365-customer-engagement

    Hope this helps.

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Stage gate an Action Step

    Hello ,

    You can make the business process flow field mandatory. Or you can write some JS to check if some value is already fill or not .

    Here is sample code you can check below post

    community.dynamics.com/.../272314

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