Business Process Flows: Tweak A Global Process Based on User's Role
I recently had a requirement for Business Process Flows – a pretty standard lead to order process. The challenge was that the client had an optional first stage they called “pre-lead,” which would only apply to users on a certain inside sales team. In other words, when the Lead was created by Steve, it was supposed to get process A; but if started by Sally, it’d get process B. Normally you could do this with two flows controlled by user roles and prioritization. But it was important that everyone have access to both flows since both types of resources could work on a given opportunity, so that was out. The solution was to create two flows and assign it at the time the record is created. On the User record, create a flag indicating which process they should default to. I called it ics_defaultleadstoprelead. You’ll also need a system field on the Lead, which I called ics_processflowset, defaulted to no. We’re going to use Xrm.Page.data.process.setActiv...