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Multiple Business Processes for a Single Entity

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Posted on by BHTRyan

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

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.

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Vijayy 25 on at

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RE: Multiple Business Processes for a Single Entity

Thankyou for sharing
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Vj2604Kr 5 on at

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RE: Multiple Business Processes for a Single Entity

Thank You Mayur Hande, it resolved my issue.
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HandeMV 256 on at

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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 10 on at

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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.