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we would like to remove one stage, add another one, rename some others and change the category of some stages.
Now before I deploy to PROD, I am wondering how current BPF records behave?
When I delete one stage and a BPF is in that stage currently, will the record be deleted or will only the active stage change?
Or more in general: How do current BPF records behave with changes?
Alternatiively, I could create new BPFs and then use the XRM Toolbox plugin to change all existing records to the new stages... not sure what is the best approach here.
When we delete one stage and a BPF is in that stage currently, the BPF will automatically go to the first stage, the record will not be deleted.
If you would like to update the stage of existing records, there are multiple ways, on-demand workflow, Excel export and import, or use XRM Tool plugin.
If you already know the XRM Toolbox plugin, then I recommend that you use it, that's enough.
With on-demand workflow we can only update the records in a page of view at a time. With Excel export and import we need to first add the stage related field of BPF to the view.
Overall, the XRM Toolbox plugin is the best way to batch update BPF's stage.
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