Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

By | August 24, 2018

Introduction:

Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript.

Following are the steps to achieve this functionality through OOB workflow:

1. Firstly we created a new option set field named as Grade with option from 1 to 8. We added this field in Lead to Opportunity Sales Process on Qualify Stage as shown in below screenshot.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

2. Now we developed an OOB workflow on Lead entity as shown in below screenshot.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

3. In the above OOB workflow, we have checked the grade value not is greater than 4, then we have stopped the workflow with status reason as Cancelled.

4. We can configure message by clicking on set properties as shown in below screenshot.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

5. Now set the input parameter Status Message as shown in below screenshot.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

6. Now back to the Lead to Opportunity Sales Process, add the above developed OOB workflow on Qualify stage and update the process.

Please find the screenshot below.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

7. Now you can see the below business process error while moving to next stage i.e. from Qualify to QA if the grade is not greater than 4.

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

Conclusion:

Instead of developing custom JavaScript code to achieve this functionality we can achieve this functionality by developing simple out of the box workflow in Dynamics 365.

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