When creating the Business Process Flow, you have the option to utilize an alternate branch. The branch point should consist of a condition that verifies the presence of a fax entry. If this condition evaluates to true, the respective stage will be displayed; otherwise, it will remain hidden.
Just because you can do something doesn't mean you should. This is not the type of customization you should be making to CRM. In past projects, I have had to clean up/remove code where developers have screwed around with how the BPF advances. Just tell the user to click once to advance the BPF.
This was a very informative insight into moving through bpf stages. Thanks to you I tried playing around this and found out that we can move back to previous stages by making use of the traversed path of the current bpf instance without hardcoding the stage ids while sending the request.
Hi Salman, glad you liked it. Check out this video for using MoveNext and MovePrevious, it may be helpful as well - ruclips.net/video/7U8io3sGA-s/видео.html
@@carldesouza Thanks Carl, thats right using moveprevious and move next is always the best approach unlike messing around the traversed path as its not supported. Always nice to see new stuffs from you.
Hi, Thank you for this video!! it is very interesting :) However, I have a question: what if I want to apply this script to all the rows and not only for one instance?
I've been looking for a good tutorial on this all over the internet and finally found it here. You're a lifesaver!
Thank you Marta!
thanks. how to hide a stage? for example show the stage if fax is entered else hide it.
When creating the Business Process Flow, you have the option to utilize an alternate branch. The branch point should consist of a condition that verifies the presence of a fax entry. If this condition evaluates to true, the respective stage will be displayed; otherwise, it will remain hidden.
Great content. Thank you for sharing!
Just because you can do something doesn't mean you should. This is not the type of customization you should be making to CRM. In past projects, I have had to clean up/remove code where developers have screwed around with how the BPF advances. Just tell the user to click once to advance the BPF.
This was a very informative insight into moving through bpf stages. Thanks to you I tried playing around this and found out that we can move back to previous stages by making use of the traversed path of the current bpf instance without hardcoding the stage ids while sending the request.
Hi Salman, glad you liked it. Check out this video for using MoveNext and MovePrevious, it may be helpful as well - ruclips.net/video/7U8io3sGA-s/видео.html
@@carldesouza
Thanks Carl, thats right using moveprevious and move next is always the best approach unlike messing around the traversed path as its not supported. Always nice to see new stuffs from you.
Great content! Is there a way to change processes? When one process finishes, another could be started?
Hi, Thank you for this video!! it is very interesting :)
However, I have a question: what if I want to apply this script to all the rows and not only for one instance?
Hi Carl! Great content as always. Is this still a valid method with the Traversed Path being deprecated?