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Show/Hide Business Process Flow on Contact form based on Field value

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Posted on by Chrisbra22

Hi,

I have a contact form with a Lead Qualification Business Flow. I only want this BPF to show when Contact Type = Prospect and Contact Sub-Type = Lead. For example, if Contact Type = Employee, I would not want this Business Process Flow to show.

I tried doing this via Workflow to call an Action, but I do not see the "SetProcess" Action step.

I know this can be done via JScript, but I don't have the code for that.

If someone knows a way to do this without code, could you let me know? If not, I would gladly take sample code :)

Thanks in advance!

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meelamri 13,218 User Group Leader on at

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Hi,

Please refer to this example:

function onLoad(executionContext) { var formContext = executionContext.getFormContext(); if (executionContext.getFormContext().ui.getFormType() != 1) { formContext.data.addOnLoad(hideProcess); formContext.getAttribute('new_contacttype').addOnChange(hideProcess); } } function hideProcess(executionContext) { var formContext = executionContext.getFormContext(); var contactType = formContext.getAttribute("new_contacttype").getValue(); var contactTypeValues = { Employee: 700000002, } if (contactType == contactTypeValues.Employee) { formContext.ui.process.setVisible(false); formContext.data.process.setStatus("aborted"); } else { formContext.ui.process.setVisible(true); formContext.data.process.setStatus("active"); } }

You should then register the "onLoad" function in the onLoad event. Feel free to give more details if you need more guidance, Good Luck !!

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Chrisbra22 on at

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Thank you sir!

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Inogic 748 on at

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Hi,

We cannot set the Business Process Flow through workflow but we can use the “formcontext.data.process.setActiveProcess ()” method within javascript to change the Business Process Flow on the form-based on the field value in Dynamics365 CRM.

Please find below the sample code for the same.

Function setBPFProcess(executionContext)
{
var formcontext = executioncontext.getFormContext();

//retrieve the value of Contact Type field and Contact Sub Type
var contactType = formcontext.getAttribute(ContactType).getValue();
var contactSubType = formcontext.getAttribute(contactSubType).getValue();

//validate both field values
If ( contactType ==Prospect && contactSubType == Lead)
{

//set the Business Process Flow
var processId =”<<Guid of the Business Process flow>>”;
formcontext.data.process.setActiveProcess(processId);
}
}

Thanks!

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Chrisbra22 on at

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Thanks! I see that this sets the process, but does it else hide it, if Contact Type = any other value?

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Chrisbra22 on at

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This is the latest code I will implement, onLoad, and on change of msemr_contacttype, aces_contactsubtype

Function setBPFProcess(executionContext)

{

var formcontext = executioncontext.getFormContext();

//retrieve the value of Contact Type field and Contact Sub Type

var contactType = formcontext.getAttribute(msemr_contacttype).getValue(602660001);

var contactSubType = formcontext.getAttribute(aces_contactsubtype).getValue(602660036);

If ( contactType ==Prospect && contactSubType == Lead)

{

//set the Business Process Flow

var processId ="580e164c-6222-4786-b847-026f8bd4d5bd";

formcontext.data.process.setActiveProcess(processId);

formContext.ui.process.setVisible(true);

} else {

formContext.ui.process.setVisible(false);

}

}

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Inogic 748 on at

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Hi,

We cannot set the Business Process Flow through workflow but we can use the “formcontext.data.process.setActiveProcess ()” method within javascript to change the Business Process Flow on the form-based on the field value in Dynamics365 CRM.

Please find below the sample code for the same.

Function setBPFProcess(executionContext)
{
var formcontext = executioncontext.getFormContext();

//retrieve the value of Contact Type field and Contact Sub Type
var contactType = formcontext.getAttribute(ContactType).getValue();
var contactSubType = formcontext.getAttribute(contactSubType).getValue();

//validate both field values
If ( contactType ==Prospect && contactSubType == Lead)
{

//set the Business Process Flow
var processId =”<<Guid of the Business Process flow>>”;
formcontext.data.process.setActiveProcess(processId);
}
}

Thanks!

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