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I have been having a hard time figure out how to not allow a stage in my opportunity sales BPF to advance unless 3 particular conditions are met. I have created 3 custom fields that are option sets with 2-3 choices. An example would be the following fields which are located in one stage.
Before advancing to the next stage I want to set the requirement that Contract = Completed, Ranking = A and Proposal = Completed. If these are not met then the user cannot move on in the business process.
Do I use a business rule or conditional branching in the BPF?
Any help would be appreciated, I'm new to Dynamics and have searched a lot on this topic. Thank you for your time.
Can you please check the top notification highlighted in red and expand. Please send the screenshot of top notification area after expanding to investigate this issue further.
I have just modified OOB Lead To Opportunity BPF and added conditions as your and Initially I got message saying that I can use fields from previous steps.
When you create a condition, it can only use steps from the previous stage
I am also getting error - This process contains empty branches. Define or delete these branches and try again.
Check below forum question.
See below Microsoft Car selling sample BPF
Problem is you should add Step in Else condition and point it to 2nd point stage. See below Image.
When you first drag steps in Else condition of branch it will get added to Yes. Now you should select the stage and click on Connector button on the ribbon. Select Disconnect and connect again to point to 2nd point as shown above image.
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