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Dynamically dased business process flow CRM 2013 RRS feed

  • Question

  • Hi,

    I am opening the child form from the parent form. I need to display the business process flow dynamically based on a field value of parent form

    Eg: If the value of Gender in parent form is M, then I need to display the "M" business process on opening child form.

    If value is "F" then I need to display the "F" business process on opening child form.

    Could anyone please let us know whether this is possible.

    Friday, December 5, 2014 2:11 AM

All replies

  • Hi,

    From my understanding, what you want is to show certain workflow process and not other dynamically based on form field values.

    Check the below two links:-

    One calls the workflow directly you want, you can put your logic in javascript:-

    http://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code

    http://ankit.inkeysolutions.com/2013/03/dynamics-crm-2011-trigger-workflow-from.html

    Hope this helps!!!

    Thanks,

    Prasad

    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Friday, December 5, 2014 11:58 AM
  • Hi Kalyan,

    Are you referring, dynamically populate the business processes based on a filed value in 'Switch Process' popup?

    Thanks,

    Sebastian

    Friday, December 5, 2014 1:11 PM
  • Yes, I want to display business process flow dynamically based on a field value.

    Eg: If we have 10 business process flow for a entity. Do we have control to display one particular business flow on the form based on a field value.

    Tuesday, December 9, 2014 7:08 PM
  • Hi,

    We dont have control to filter business process in switch process popup based on a field value.But you can create a html webresource to achieve this requirement and replace it with the standard switch process popup page.

    Another point is, if you need to update a particular business process to a record.Then you can directly update the business process by plugin or javascript.

    Thanks,

    Sebastian

    Wednesday, December 10, 2014 10:05 AM
  • Hi,

    What is the issue in switching process pragmatically? 

    You can achieve this using Javascript when form loads.

    - Add Javascript on form Load.

    - You will be needing Processid and stageid of process. You need to update these fields.

    - Reload through Js as did in below blog.

    https://dynamicsofdynamicscrm.wordpress.com/2014/02/28/change-business-process-flow-using-javascript/

    http://develop1.net/public/post/How-to-change-process-and-stage-programmatically.aspx

    Thanks!

    Thursday, December 11, 2014 7:00 AM