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Microsoft Dynamics CRM (Archived)

Add Restriction in BPM Arrow - CRM2016 - JS

Posted on by Microsoft Employee

Hello there!

I've a dude for today.... in CRM2016 we can move stages by stages by two ways:

(1) Using the BPM Arrow (Inside the BPM).

(2) Using JS that let the use move between stages with "OnSaved Event".

In this case I've used the (2) option, so my users can move automaticaly to the next stages if there are some values settings (Restriction). But I've looked that users can "ignore" the restriction if the use (1) option.

So...How I can set the same restrictions used in (2) in the (1).

bpm.png

For example:

*Red square is the "Keys Values" of the first stage, if they get "Yes", when you saved and clicked again (Purple Square) it move to Stage2, if any of theses values is "No", when you saved and clocked again it don't move (because the restriction). But user can use the "BPM Arrow" (Yellow square) and move to Stage2 without restrictions (values can be "No" and it let you move).

We can set restrictions in this Arrow? 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add Restriction in BPM Arrow - CRM2016 - JS

    Thanks Wei!

    I've made a option set field, put it "Yes" if criteria is "Oks" with Business rules and let it "Invisible" in any time (for don't confusing the user) and give the error :3 It work very nices! Now I'm working in make it to all stages XD

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Add Restriction in BPM Arrow - CRM2016 - JS

    Hi,

    i would suggest you

    1. Create a option set field

        - set to some meaningful value when your criteria is met using business rule or JS.

        - use JS to lock that field.

        - required field in bpf.

    2. Create a plugin or workflow trigger when stage change, throw meaningful error to user if the criteria is not met.

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