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kkowal
Advocate I
Advocate I

How to prevent going to next stage in Business Process Flow?

Hello everybody,

 

I am just learning Business Process Flows and I am stuck on a problem.
I have two enties "Project" and "Contract" which have an 1:many relation.

In my first stage of my BPF I would like to check if at least 2 Contracts are inside my entity.

So I used a Rollup and it counts my related "Contracts". So far so good.

But now I would like to define in the BPF that a user is not able to proceed to the next stage if the count is at least 2!
I tried it which a If-Condition in the BPF but this condition triggers after I leave my current stage. I would need something that stops the user clicking onto the "next stage" button.


Is there any hint?
Thanks in advance!

kkowal_0-1609843715031.png

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
LeeHarris
Solution Sage
Solution Sage

Hi @kkowal 

 

One way of doing this would be to create a new field on your Project entity of type "Two Option" and make it a calculated field. Within the calculation for this new field, set the condition to be where "contract count rollup field" is greater than or equal to 2. If this condition is true then set the calculated field's value to Yes (true) else set it to No (false). If you add this field to the form you should see that this field will then automatically change to yes once your rollup field becomes 2 or more.

Then add the new calculated field into your BPF stage, and make it required to move to the next stage. Users should then only be able to progress when the calculated field changes to Yes (i.e. when the count of Contracts is 2 or more).

 

Hope that helps.


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3 REPLIES 3
LeeHarris
Solution Sage
Solution Sage

Hi @kkowal 

 

One way of doing this would be to create a new field on your Project entity of type "Two Option" and make it a calculated field. Within the calculation for this new field, set the condition to be where "contract count rollup field" is greater than or equal to 2. If this condition is true then set the calculated field's value to Yes (true) else set it to No (false). If you add this field to the form you should see that this field will then automatically change to yes once your rollup field becomes 2 or more.

Then add the new calculated field into your BPF stage, and make it required to move to the next stage. Users should then only be able to progress when the calculated field changes to Yes (i.e. when the count of Contracts is 2 or more).

 

Hope that helps.


Did I answer your question? Mark my post as a solution!

Follow me on Twitter at @QG_LeeJHarris

Or on LinkedIn at in/leejharris

Perfect! Thank you @LeeHarris 

Thank you @LeeHarris 

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