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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to select a busine...
Microsoft Dynamics CRM (Archived)

How to select a business process flow ("Switch Process") conditionally

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Posted on by D365 Freelancer 365

Is there a way to select a business process flow ("Switch Process") conditionally based on entity field values?

We have tried switching processes via a Workflow as per this video, https://www.youtube.com/watch?v=pFD4QYLxE6k, but this is not working in D365!

We have successfully used JavaScript but this is not the most user friendly experience as it requires a page refresh to see the newly selected business process flow.

Sample JS

 Xrm.Page.data.process.setActiveProcess(bpfCurrent, errorFunction);

Any advice would be much appreciated.

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    Please check below article-

    rajeevpentyala.com/.../switch-business-process-flow-using-jscript-based-on-crm-forms-field-value

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi ,

    Can you please share what else you are trying to update business process flow dynamically ?

    Please do refer following code for reference:

    Xrm.Page.data.process ? Xrm.Page.data.process.setActiveProcess(flowGuid, functname) : false;

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    The best option is to use the JavaScript as you are already doing but there isn't any method to just refresh the business process flow. You can use OpenEntityForm but this may not give you unsaved changes warning upon refresh.

    Refer this: community.dynamics.com/.../255571

    Hope this helps.

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