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Multiple Business Processes for a Single Entity

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Posted on by BHTRyan 10

Is it possible to set up multiple business process flows for a single entity that is not security based? I've seen some documentation out there that you can have up to 10 business processes for a single entity with each having up to 30 components but everything I've seen only differentiates them based on the security role of the user viewing the entity record.

Is it possible to have it differentiate by a column value?

IE Column XYZ has:

a value of 1 and displays business process ABCDE

or

a value 2 and displays business process LMNOP

For Context, I know that you can branch from within the process itself using conditions but this only works if the total number of steps is less than 30 and unfortunately for a client we are working with they have ~15 branches with 3 - 8 steps depending on the value of column XYZ. All users that would use it are at the same security level.

Categories:
Customization / Solutions / SDK and API
Other Functionality
  • Vijayy Profile Picture
    Vijayy 25 on at
    RE: Multiple Business Processes for a Single Entity

    Thankyou for sharing

  • Suggested answer
    Vj2604Kr Profile Picture
    Vj2604Kr 5 on at
    RE: Multiple Business Processes for a Single Entity

    Thank You Mayur Hande, it resolved my issue.

  • Suggested answer
    HandeMV Profile Picture
    HandeMV 256 on at
    RE: Multiple Business Processes for a Single Entity

    Hi,

    You can use Javascript or Plugin to switch business process. For Javascript you can use Onload of form and Onchange of field event.

    You can use following blog:

    community.dynamics.com/.../how-to-programmatically-switch-the-business-process-flow-in-dynamics-365

    Please mark verified answer if this helps you.

  • BHTRyan Profile Picture
    BHTRyan 10 on at
    RE: Multiple Business Processes for a Single Entity

    I also know there is the "Switch Process" select in the ribbon, but if I don't have to I would like to not have half of the processes doubled up and to have it auto select the right process based on the column value. I can foresee the support tickets coming in saying "the incorrect business process is displaying"

    If I have to do it this way I will. I'm just hoping there is a better way.

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