Switch Business Process Flow using JavaScript based on CRM Form’s field value

Description:
In this example we explain that how to switch business process in Dynamic CRM using JavaScript. Or change the business process flow using JavaScript in Dynamic CRM.or JavaScript code to change or switch business process in Dynamic CRM.

Here we demonstrate that how to switch Business Process Flow using JavaScript based on Dynamic CRM form’s field value. We have requirement to switch the business process on Case Origin like if Case Origin Equal Website then set Business Process like Website to Case, if Case Origin Equal Email the set Business Process like Email to Case.

So below is the JavaScript code that demonstrate that how to change or switch Business Process in Dynamic CRM.

Function:

function ChangeBusinessProcess() {

            // If not new Case form

            if (Xrm.Page.ui.getFormType() != 1) {

                // Read Origin Option text

                var origin = Xrm.Page.data.entity.attributes.get("caseorigincode");

                if (origin && origin.getText()) {

                    var caseOrigin = origin.getText();

                    // Get Business process flow id

                    var processFlow1Id = "6CD44946-0DC5-47E3-9B62-6D7309254710";

                    var processFlow2Id = "0B3A94CD-CD43-4F49-A9A3-93C4AC684CFA";

                    // Get Current Active Process Id

                    var activeProcess = Xrm.Page.data.process.getActiveProcess();

                    var currProcessId = activeProcess.getId();

                    if (caseOrigin.toLowerCase() == "website") {

                        // Change the process only if current Active Process not the Target one

                        if (currProcessId.toLowerCase() != processFlow1Id.toLowerCase()) {

                            // Switch to the "Website to Case"

                            Xrm.Page.data.process.setActiveProcess(processFlow1Id, myCallBack);

                        }

                    } else if (caseOrigin.toLowerCase() == "email") {

                        // Change the process only if current Active Process not the Target one

                        if (currProcessId.toLowerCase() != processFlow2Id.toLowerCase()) {

                            // Switch to the "Email to Case"

                            Xrm.Page.data.process.setActiveProcess(processFlow2Id, myCallBack);

                        }

                    }

                }

            }

        }

        // Call back function post Process flow switch

        function myCallBack(response) {

            if (response == "success") {

                alert("BPF changed !!!");

                // Save the form

                Xrm.Page.data.entity.save();

            }

            else {

                alert("Error changing BPF!!!");

            }

        }