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Skip empty stages when moving my case forward to the next stage

  • 1.  Skip empty stages when moving my case forward to the next stage

    SILVER CONTRIBUTOR
    Posted Mar 09, 2020 02:37 PM
    Hi all,

    In our case management system, we want to skip empty stages when moving my case forward to the next stage. A case record is created along with a business proccess flow (BPF). Each BPF has stages. A stage can have tasks to be complete or canceled. A stage can be empty. How we can do this? We build a plugin to resolve this issue but the active stage is not set to active. Anyone have a solution design. I will appreciate.
    Suppose that we have stages S1 -> S2 -> S3. S2 does not have task; S3 has tasks; I'm in S1 and click Next Stage button; I should go directly to S3

    Thanks,

    ------------------------------
    Arsene Sabas
    Canadian Nuclear Safety Commission
    Ottawa
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Skip empty stages when moving my case forward to the next stage

    SILVER CONTRIBUTOR
    Posted Mar 10, 2020 08:34 AM
    Hi Arsene,

    I believe you can use workflow on this by listening to the business process flow attached to the case entity.

    When you create a workflow, set the business process flow as the primary entity and listen to active stage/status change of it, then you can update and set the stage that you want.

    Hope this gives you an idea.

    ------------------------------
    Lyrio Amurao
    Tala Dynamics
    North York
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Skip empty stages when moving my case forward to the next stage

    MICROSOFT MVP
    Posted Mar 12, 2020 03:59 PM
    @Arsene Sabas - You may consider using Branching Logic in the BPFs. For example, you can specify if certain values are in certain fields in S1, then show/hide subsequent stages.

    Here is a link for more information:  ​https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/enhance-business-process-flows-branching

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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Academy - Online Interactive Learning from Experts


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