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Restrict role's access to next stage button in BPF?

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Posted on by mhomol

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What's the proper way, if any, to make my BPF such that all roles can see the stages but very few, if any, can actually move the stages? I have most of it automated right now.

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Microsoft Dataverse with Power Apps

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Jonathan Manrique 2,687 on at

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Hi @mhomol

To restrict moving stages you must do it through javascript, you must consult the user's role and from there define whether or not you restrict the advancement of the stage.

I will give you the example js, you must put together the logic based on your requirement

function bloquearEtapa() { var etapa = formcontex.data.process.getActiveStage(); etapa.setLocked(true); }

Another way to do the same is to consult the user's security role and create a control field within the steps of the stage that is required and is only filled out if the role is equal to a value, only this can be difficult to control.

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mhomol 122 on at

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@Jmanriquerios , I am not seeing a setLocked function. Can you point me to the API definition of this?

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Jonathan Manrique 2,687 on at

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OnStageChange Event (Client API reference) in model-driven apps - Power Apps | Microsoft Learn
function bloquearAvanceDeEtapa(executionContext) { var formContext = executionContext.getFormContext(); var processControl = formContext.ui.process; processControl.addOnStageChange(function (eventArgs) { var currentStage = eventArgs.getStage(); if (currentStage.getName() === "NameStage") { if (bpfArgs.getDirection() === "Next") { // only next stage movement is allowed. You can stop it depending on custom business logic as well // stop the stage movement bpfArgs.preventDefault(); alertStrings = { confirmButtonLabel: "OK", text: "Next stage movement is not allowed", title: "Sample title" }; alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions); return; }

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