Rajeev Pentyala – Microsoft Power Platform

Recently we got a requirement to switch the Business process on Case form based on ‘Case Origin’.

Its easily achievable using Jscript “setActiveProcess” method.

Xrm.Page.data.process.setActiveProcess(processId, callbackFunction);

• ‘processId‘ is the GUID of the ‘Business Process Flow’. You can copy the GUID from URL.
• Go to ‘Settings –> Processes’ open the ‘Business Process Flow’ and copy the value from ‘id’ parameter, between %7b %7d

Copy Business Process ID

• ‘callbackFunction’ is your custom JScript function name which gets triggered post ‘Business Process’ switch.

Below are the scenario and steps.

• I have 3 Active Business Process Flows on my ‘Case’ entity.

Active Business Process Flows

• ‘Business Process Flows’ are Security Role Based, so if my user has access to all 3 ‘Business Process Flows’, he can switch the process using ‘Switch Process’option.

Swicth Business Process

Multiple Business Process Flows

• In my scenario, ’Switch Process’ should happen based on ‘Case Origin’ field.
  • If ‘Case Origin’= Phone; Set “Business Process1”
  • If ‘Case Origin’= Email; Set “Business Process2”
• Below is the script

function onload() {
// If not new Case form
if (Xrm.Page.ui.getFormType() != 1) {
// Read Origin Option text
var origin = Xrm.Page.data.entity.attributes.get(“caseorigincode”);

if (origin && origin.getText()) {
var caseOrigin = origin.getText();

// Get Business process flow id
var processFlow1Id = “6CD44946-0DC5-47E3-9B62-6D7309254710”;
var processFlow2Id = “0B3A94CD-CD43-4F49-A9A3-93C4AC684CFA”;

// Get Current Active Process Id
var activeProcess = Xrm.Page.data.process.getActiveProcess();
var currProcessId = activeProcess.getId();

if (caseOrigin.toLowerCase() == “phone”) {
// Change the process only if current Active Process not the Target one
if (currProcessId.toLowerCase() != processFlow1Id.toLowerCase()) {
// Switch to the “Process Flow 1”
Xrm.Page.data.process.setActiveProcess(processFlow1Id, myCallBack);
}
} else if (caseOrigin.toLowerCase() == “email”) {
// Change the process only if current Active Process not the Target one
if (currProcessId.toLowerCase() != processFlow2Id.toLowerCase()) {
// Switch to the “Process Flow 2”
Xrm.Page.data.process.setActiveProcess(processFlow2Id, myCallBack);
}
}
}
}
}

// Call back function post Process flow switch
function myCallBack(response) {
if (response == “success”) {
alert(“BPF changed !!!”);
// Save the form
Xrm.Page.data.entity.save();
}
else {
alert(“Error changing BPF!!!”);
}
}

How do I use the script?

• Copy the script and create a new ‘Web resource’ in CRM and add to ‘Case’ form.
• Register ‘onload()’ function on form onload event.

Register onload event – Case form

• Publish the Customizations.
• Open the Case record and based on ‘Case origin’ system auto switches to the Business process Flow.

New Business Process Selected

Key points on multiple ‘Business process flows’:

• You can have up to 10 active business process flows per entity.
• You can associate business process flows with security roles so that only people with those security roles can see or use them.
• In case of multiple Active ‘Business process flows’, the first activated business process flow in that list is the one that will be applied by default.
• Each record can have only one business process flow at a time.
• If someone’s security roles do not allow them to use a specific business process flow, the current business process flow will be visible, but disabled.

🙂