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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to remove Process Flow from Form?

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I created a new form from a copy of the Case form but the process flow is showing up.  How do I remove it?

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Partner,

    Process Flow you mentioned is Business process flow?

    2068.pastedimage1627527800048v1.png

    Once the activated BPF has been added to the app, it will show all forms of the entity, you can’t remove it from only one of form.

    But you can try to hide it based on current form with js code.

    For example, i want hide process in the case form that label is 'Case':

    function hideProcess(executionContext) {
        var formContext = executionContext.getFormContext();
        formName = formContext.ui.formSelector.getCurrentItem();
        if (formName == 'Case') {
            formContext.ui.process.getVisible(false);
        }
    }

    Test Result:

    3581.pastedimage1627528247196v3.png

    4300.pastedimage1627528264456v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • CRM Learner 88 Profile Picture
    on at

    Thank you Leah.  If I don't need the Business Process flow on any form, could I deactivate it, and then it won't show up?

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi partner,

    The BPF can't be hidden in the form when you deactived it, it will still be displayed on the form, just with a pop-up box.

    pastedimage1627608125310v1.png

    If you want to remove it and don't want to view it, you need remove the BPF from current app.

    Go to Apps to open app designer.

    pastedimage1627608289737v2.png

    Navigate to Business Process Flow:

    pastedimage1627608375291v3.png

    Uncheck the BPF you don't want.

    pastedimage1627608416387v4.png

    Save and publish.

    Test:

    pastedimage1627608576413v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • CRM Learner 88 Profile Picture
    on at

    I deactivated it under Process and it seems to have disappeared from the form.  Thank you for your help.

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