CRM 2013 – Business Process Flow – How to skip the stage across multiple entities dynamically?

Dynamics CRM 2013 BPFs have many beneficial qualities.  They are available for both OOB and custom entities, can span across multiple entities. Multiple processes can be created per entity and one can switch between each process in a record.

We have a business process flow across four entities and user need to choose to skip particular stage on UI. Unfortunately switching to another stage is not supported if different entity is associated to each stage in the same process.

Our solution is to create multiple BPFs and add a flag on process bar. User can select to skip Entity A by selecting this checkbox. The JS and real time workflow will be triggered to switch to another process immediately and refresh the page. You can also define your business rule to show this field on the form. Following is the details:

Dynamics CRM Business Process Flow

Dynamics CRM Business Process Flow

Sample Java Script used:

//***************************************************************************

// Script Type: Onchange of the field Skip Entity A

// Description: Update Skip Entity A flag

//***************************************************************************

functionupdateSkipA (){

var type=Xrm.Page.ui.getFormType();

if(type==2){

var id=Xrm.Page.data.entity.getId();

Xrm.Page.data.save();

Xrm.Utility.openEntityForm(“entity name”,id);

}

}

Real time workflow is created on field change event to switch Process and Stage. You can find the details in this blog: http://develop1.net/public/post/How-to-change-process-and-stage-programmatically.aspx

I hope you find it useful!

Author: Zhe Chen
Title: Lead Dynamics CRM Consultant @ Adisys
Email: zhechen@adisys.co

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