In the new Business Process Flow functionality in CRM 2013, what if you want to have a bit field that must equal yes before the user can advance to the next process stage? When you add a new bit (two option) field with the default values and make it required, when the record is viewed, the value of the field on the process flow will be set to no, but the user will still be able to move past the stage, because it will appear to CRM to contain a value (even though that value is no).
The answer is to change the options in the bit field to “Complete” and “Mark Complete (instead of “Yes” and “No”). If those values are present and the field is required, the business process flow will require the value to be “Complete” before proceeding.
The answer is that you need to click the “required” box on the process flow step, rather than set the requirement on the field definition in customization. If the field is required in customization, it will need to contain data, but it will treat “No” as a value, and allow the user to proceed to the next step. If the “required” checkbox is checked on the business process flow step, the process flow will not let users proceed to the next step without setting the value to 1 (yes).
Thanks to Adam Vero for helping make this tip correct. Check out his blog at http://blog.crmguru.co.uk/ for some great tips.