Maintain Business Process Flow Stage History

Problem Statement:

Some organizations want to maintain stage history of Business Process Flow. For e.g. Organization has to track stage path followed by Opportunity and time each stage taking for Opportunity till it gets closed.

Solutions:

There are 2 Solutions which we can use to track stage History:

Using Traversed Path:

When Organization just want to track path user is following in Business Process Flow, then we can use Traverse Path field of Entity created for Business Process Flow. Dynamics by default saves stage path in BPF entity record. To check traversed path, open advanced find and select Entity for BPF, in edit columns add Traverse Path column. Traversed path is stored with coma separated GUID in BPF Entity records.

Using Custom Entity:

When Organization wants to track path with additional details like Time User present on Stage etc. in Business Process Flow, then we cannot use Traverse Path of Business Process Flow. We can solve this using following steps:

1. Create Custom Entity with fields which we want to track. For e.g., Start of Active Stage.
2. Create Plugin or Cloud Flow which will get triggered on Create or Update of Active Stage field of BPF Entity.
3. This Plugin/Cloud Flow will create new Record on Custom Entity with Active Stage, BPF Record and Start field filled.

Note: We can store as many data we want in Custom Entity by creating fields and adding it in Plugin/Cloud Flow

Conclusion:

Thus, Using Traverse Path or Custom Entity we can track/maintain Business Process Flow Stage History.

For detailed blog with images, visit Maintain business process flow stage history blog.