Selecting a business process workflow

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Noob 'developer' using CRM 2015 on premise:

If we have multiple business process flows with the same primary entity, how do we enable choosing between these flows at entity creation time?

Using 'Order Process Flows' I can move a bpf to the top of the list and then, on creation of the new primary entity the flow is displayed at the top of the form, but I cannot work out how to allow the user to choose an alternative flow.

Sorry if its a basic question - I'm new to this CRM thing.

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Jason M. Cosman 5,234 Moderator on at

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Hello!

No not a noob question at all! Take a read here and it talks about how to order the business process flows and how to select them after creation using the switch flow command. technet.microsoft.com/.../dn531164.aspx

I hope this helps!

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Community Member on at

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That's how I thought it should work. The problem is I'm not getting the switch flow button.

I've created the process, and enabled a Security Role to have access to it. I login as a user with that security role, and when I click the '+ NEW' link/button/thing it kicks off the regular process. There is no 'switch process' option.

If I change the order of the processes (as system administrator), when I log in as the user I get the customised process when I click the '+ NEW' button, but again, no 'switch process' choice to use the standard process.

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nghieppham 4,755 on at

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Hi crmISApain,

You can use javascript to set the processid at OnSave event when new record is created.

The processid & stageid are default at form if entity is activated business process flow.

xrm.page.getAttribute("processid") = "Guid of business process".

If you are using CRM 2016, CRM support for many method to interact with business process flow. please check this link msdn.microsoft.com/.../dn817878.aspx

Xrm.Page.data.process

You also can use workflow to do that, please refer this link for more information

develop1.net/.../How-to-change-process-and-stage-programmatically.aspx

Regards

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Community Member on at

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>> You can ... set the processid at OnSave event when new record is created.

Does this mean you cannot switch the process until the record has been saved?

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