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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.
Thankyou for sharing
Thank You Mayur Hande, it resolved my issue.
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.
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.
André Arnaud de Cal... 291,359 Super User 2024 Season 2
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