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Microsoft Dynamics CRM (Archived)

Dynamically hide and show business process stage on form

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Posted on by 1,558

Hello All,

I want to display and hide stage in business process on the basis of one two-set field on form.

Could anyone please suggest.

Scenario:

Business process -

Stage 1 ->Stage 2 -> { Stage 3 } (dynamically set hide or shown this stage)  ->Stage 4 ->Stage 5

if form field value is YES- Business process stage (like stage3) will display.

if form field value is NO- Business process stage (like stage3) will hide.

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  • Verified answer
    shivaram Profile Picture
    shivaram 3,315 on at
    RE: Dynamically hide and show business process stage on form

    Hi,

    I hope you wanna hide and show stage based on two options. If this is your requirement, why you are going for Stage{3}, instead of add Step under Stage 2 as condition should be

    Value equals yes then Show

    Then CRM will take care of this.

    Hope this will be the answer for you.

    Best regards,

    Shivaram.  

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Dynamically hide and show business process stage on form

    Hi,

     you can't do that - business processes are sequential, so, if you were able to hide Stage3, you'd be able to jump from Stage 2 to Stage 4, and that would break the sequence.

     Maybe you just need to implement branches instead:

    www.microsoft.com/.../enhance-business-process-flows-with-branching.aspx

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