Run business process on buttons Active button and Inactive button, when we click on Active button selected contact from contact page move to inactive folder and vice versa
Create a two folders in contact page Active users and Inactive users and add 2 buttons Activate and deactivate, after selecting multiple records from contact page when ever we click on deactivate the selected records should me moved to Inactive users folder and it shouldn't available in Active folder, and from Inactive folder after selecting multiple records and after click on Activate all the selected records moved to Activate folder. how to achieve this using business process.
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Hello!
To set up something like this u will need:
At first create process which which will deactivate user depends on contact Id. I named it Deactivate sub.
- 1. Add parameter "Contact" type "Id"
2. Setup read data element, to find the user connected to this contact.
3. Modify this user.
Then create a parent process that will run "Deactive sub" i named it Deactive.
- 1. Add parameter collection and add inside it parameter type Id.
2. Add a subprocess parameter which is "Deactivate sub" and set process parameters.
Add a button to the page, and set it to run the process as it shown on the screenshot.
Use this to create a similar process for activating users. However, I recommend adding checking if a user exists for this contact.