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BPF with multiple entities opening the wrong form

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Posted on 16 Jun 2023 13:00:10 by AlexN

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Hey,

I have a BPF with multiple entities (first stage is on base entity A (="Planungsgebinde"), second too, the third one however is connected to entity B (="Produktionsvariante")).
B has a relation to A via a lookup field.

Everything is working fine, whenever I create an entity A and switch to stage 3, it's asking me to create or select an entity B.

However, when the BPF is already in stage 3 and I open entity A from a list, the BPF is switching to stage 3 like it should, but the form remains on entity A.

It's not opening the correct form of entity B.

I always have to manually click again on stage 3 and only then the BPF seems to understand it's on the wrong form for this step and reloads the page to open entity B's form.

This can't be wanted behaviour. And unfortunately I currently don't see a way to fix this by using Javascript.

Anyone had the same setup maybe and had the same problem?

Tried to show you the problem in the video attached

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Luis Arellano 247 on 17 Jun 2023 at 05:24:09

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Re: BPF with multiple entities opening the wrong form

No problem, let me know if that works as you expected or if you run into any issues.
AlexN 269 on 17 Jun 2023 at 05:17:27

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Re: BPF with multiple entities opening the wrong form

Thanks @LuisArellano , that's definitely giving me a good way to start.

I already have code inplace to handle some other things for the current selected/active stage (mostly visibility of tabs and sections) so I already have the code to execute "your" code only in the needed stages.

I already thought of a similar way to get the needed record from the current process, but your code will give me a very good start. (6 years Power Platform, but this is now my first major model-driven app 😂)
CU03121049-0 15 on 17 Jun 2023 at 05:14:24

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Re: BPF with multiple entities opening the wrong form

.
Luis Arellano 247 on 17 Jun 2023 at 00:30:29

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Re: BPF with multiple entities opening the wrong form

@AlexN you can try adding this function in the on_load event of the "Planungsgebinde" form.

Things to check/replace:
prefix_planungsgebinde - schema name for "Planungsgebinde" table
oneflowgesamtprozess - with the actualname of your BPF created table. For example for BPF "Lead To Opportunity Sales Process" the name is "leadtoopportunitysalesprocess"
_planungsgebinde_value - with the correctschema name. Remember that if your schema name is prefix_planungsgebinde, then here you have to use _prefix_planungsgebinde_value
_produktionsvariante_value - with the shcema name for your table b record.

function on_load(executionContext) {
let formContext = executionContext.getFormContext();
let recordId = formContext.data.entity.getId();

// know which is the active BFP stage
Xrm.WebApi.retrieveMultipleRecords("oneflowgesamtprozess", `?$select=_activestageid_value,_produktionsvariante_value,statecode&$filter=_planungsgebinde_value eq ${recordId}`).then(
function (result) {
if ( result.entities.length < 1)
return;

// BPF is completed, do not redirect
if ( result.entities[0].statecode === 1 )
return;
let activeStageRecordId = result.entities[0]._produktionsvariante_value
//get the active stage information
Xrm.WebApi.retrieveRecord("processstage", result.entities[0]._activestageid_value, "?$select=primaryentitytypecode").then(
function(result) {
if ( result.primaryentitytypecode !== "prefix_planungsgebinde") {
// navigate to the linked record which is linked to the BPF active stage
var activeStageFormOptions = {};
activeStageFormOptions["entityName"] = result.primaryentitytypecode;
activeStageFormOptions["entityId"] = activeStageRecordId;
Xrm.Navigation.openForm(activeStageFormOptions);
return;
}
},
function (e) {console.log(e);}
);
},
function (e) {console.log(e);}
);
}

Please note that this code will not work in all cases and it was written specifically for the scenario you described. It has no error handling, etc. But this could get you started if you need it to work as you describe.

Also, Planungsgebinde record won't be visible again until its BPF is completed because it will always be redirected to the active stage in "Produktionsvariante" and this could cause some other issues.
Luis Arellano 247 on 16 Jun 2023 at 23:33:26

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Re: BPF with multiple entities opening the wrong form

Hello,

I think that is the correct/expected behavior. When you click on your base entity A, you are requesting the system to see/open that record. Even if that is part of an active BPF process, the system will show you the record you requested but it informs you that this record is in an active BPF showing the active stage.

What have you tried with JavaScript?

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