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Microsoft Dynamics CRM (Archived)

Remove business process flow from form in Dynamics 365

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Posted on by Microsoft Employee

Hello everyone!
I need to remove business process flow from form in Dynamics 365.
The problem is it's the BPF from managed solution, so I'm not able to remove it from solution, I can only deactivate it.
I've tried to set processid/stageid/traversedpath to null, unfortunatelly it didn't help.
I know that BPF structure has changed much in D365.

Could anyone please tell me, how to get rid of the BPF?
Thank you in advance.


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  • Suggested answer
    Jeet Gandhi Profile Picture
    Jeet Gandhi 320 on at
    RE: Remove business process flow from form in Dynamics 365

    Hello,

    * You can remove the permission of this BPF in the security roles of the user. Doing of the his will hide the BPF from the entity form for the user.

    * D365 creates an entity of the BPF so delete this entity using the default solution from CRM.

    * Use JavaScript on load of the entity form to hide the process from the form.

    Refer nishantrana.me/.../hide-and-collapseexpand-process-using-javascript-in-crm-2015

    Please know, for V9 you need modify the code a little bit Refer sachinbansal.blog/.../all-javascript-changes-dynamics-365-9-0

    Please mark it as answer, if found useful.

    Thank you,

  • Saddamk206 Profile Picture
    Saddamk206 777 on at
    RE: Remove business process flow from form in Dynamics 365

    Also can use these:- 

     

    Hide:- 

     Xrm.Page.ui.process.setVisible(false);

    Show:- 

     Xrm.Page.ui.process.setVisible(true);

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove business process flow from form in Dynamics 365

    Hello,

     

    You can refer the following forum discussions -

    - community.dynamics.com/.../155044 

    - community.dynamics.com/.../233876

    - community.dynamics.com/.../155044

     

    Hope this helps!

    [If you find any helpful answer(s) of your question, please mark the answer(s) as verified answer(s).]

  • Suggested answer
    Meena Kannan Profile Picture
    Meena Kannan 230 on at
    RE: Remove business process flow from form in Dynamics 365

    Hi,

    As you said in D365 we can't delete OOB business process flows. But we can deactivate it or hide it from form. So that it will not be visible in form. Use below code to hide it from form.

    function HideBPF() {

       if (Xrm.Page.getControl("processid")) {

           var processId = Xrm.Page.getAttribute("processid").getValue();

           if (processId != null) {

               Xrm.Page.ui.process.setVisible(false);

           }

       }

    }

    Call this function in onload event.

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