Microsoft Dynamics CRM (Archived)

Business Workflow

(0) Share

Report

Posted on by Pete_N

1,703

This is not a live system, so I am able to remove and re-set up custom entities if needed

I have been trying to set up a business workflow. I have a custom entity called Charges.

I am trying to set up a business workflow on accounts. I have tried 1 - N relationship with charges, but when I get to he stage to enter charges, the fields required are displayed, but no data can be entered. This stage on the on the business workflow has a padlock on it. I am testing this as an administrator so I don't think it is a security issue.

Any help would be very helpful

*This post is locked for comments

All responses (5)

Answers (2)

Verified answer

Community Member on at

Like (0)

Report

RE: Business Workflow

Hello PeteN,

You see a padlock in a business stage only when your business process flow span across entities. The fields in 'Enter Originating Account' are included in a different entity. Hence, you won't be able to enter data in them. The whole process is known as Stage Gating.

You can also find the similar discussion in the below link:-

community.dynamics.com/.../118230.aspx

Thanks!
Pete_N 1,703 on at

Like (0)

Report

RE: Business Workflow

Hi as you can see in another business work flow, I have the same issue. This business workflow is on Accounts and 'Originating Accounts' is a custom entity. Again, there is a 1:N relationship from accounts to Originating Accounts. The previous stages of the flow which deals with data for Accounts works fine, but as soon as I get to this stage , I get the field labels shown but no option to enter any data. Im not sure if the custom entity has been set up correctly which is causing the issue or if I am doing something wrong with the business Work Flow
Pete_N 1,703 on at

Like (0)

Report

RE: Business Workflow

HI,

I have Business Process check box checked for all custom entities
Verified answer

Rajkumar Rajaraman on at

Like (0)

Report

RE: Business Workflow

Hi PeteN,

Have u check Business process flow check box in your custom entity?

Go to your custom entity and verify it.

Hope it helps.

Regards,

R. Rajkumar
Community Member on at

Like (0)

Report

RE: Business Workflow

Could you please share a screen shot of it. or explain a bit more about this.