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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / implementing BPF on Po...
Customer experience | Sales, Customer Insights,...
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implementing BPF on Portal

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Posted on by Prashant.ITT 153

There will be three people going to use portal(user, admin and reviewer). I am using a advance form on the portal and I want when any user fills first page and clicks on next then it should hold until reviewer approves the data submitted by user. After the approval from the reviewer, all the data should be displayed to the admin. All these processes should happen on portal only.

Is it possible to make this type of environment?

If yes then please tell how and if no then what different approach should I choose?

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Prashant Kumar,

    I think the easiest way is to use basic form. Use status reason. Let suppose:

    1. Create a record. the action will automatically set the status reason to Draft.
    2. Add workflow on the edit form to submit the record. Handle button visibility using filter criteria prperty.
    3. Hide the save button using the filer ritria property until its approved.

    By using above imialr tep it i eaaily possible using basic forms.

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