News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... implementing BPF on Po...

Customer experience | Sales, Customer Insights,...

Suggested answer

implementing BPF on Portal

(0) Share

Report

Report

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?

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Abdul Wahab 12,085 Moderator on at

Like (0)

Report
RE: implementing BPF on Portal

Hi Prashant Kumar,

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

Create a record. the action will automatically set the status reason to Draft.

Add workflow on the edit form to submit the record. Handle button visibility using filter criteria prperty.

Hide the save button using the filer ritria property until its approved.

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

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2

Muhammad Shahzad Sh... 91

#3

Vahid Ghafarpour 78 Super User 2025 Season 1

Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans