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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding a BPF to a cust...
Microsoft Dynamics CRM (Archived)

Adding a BPF to a custom entity with preexisting associated workflows

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Posted on by ecorreia

Hi,

I'm working in a Sandbox instance that was very recently copied from my Production instance trying to learn about BPFs through experimentation. I started with a custom entity, allowed for the creation of BPFs, and created a non-branching BPF that worked just fine...

...until I added a simple branch. Now I am unable to either load a preexisting record or create a new one for that custom entity type! I've tried with the branched BPF activated and deactivated to no avail. I thought that perhaps it was a matter of having workflows set up for this custom entity, so I deactivated all of them and tried it again - to no avail.

Now I'm dead in the water - I can't create or load a record so I can't see the changes I make to the BPF and my experimentation has ground to a halt. Anyone have any ideas as to where I should go from here?

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  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Adding a BPF to a custom entity with preexisting associated workflows

    Sorry for not being clear earlier.

    For every BPF there will be a new entity created in CRM. Let’s say you create a new BPF called Opportunity Approval then a new entity called Opportunity Approval is in place.

    Whenever you create a new Opportunity record, BPF is set then a new entry (record) will be stored in this BPF entity to track the progress. This record will be responsible for loading the correct BPF for your Oppty record on form load. This may be messed up that’s why you are not able to open any record or create any record.

    If you would have followed by answer & did an advanced find, you can understand. For more clear answer add more screenshot or error messages in your question.

    Earlier the processid & stageid stored in same Oppty record. But the design is changed to store in this associated record.

    [View:https://community.dynamics.com/crm/f/117/t/226412]

  • ecorreia Profile Picture
    ecorreia on at
    RE: Adding a BPF to a custom entity with preexisting associated workflows

    Arun,

    This might be entirely my lack of familiarity regarding BPFs, but when I read your suggestion I became confused.

    I'm now thinking that I may not have accurately explained my scenario. Let me try this once more:

    After I created the custom entity, I created a number of processes (workflows, not BPFs) for the entity that included updating fields, send out emails, etc.

    I then decided that I might want to create a BPF for the entity. This new BPF (the only one I've ever created) was displaying correctly and functioning properly right up until I tired adding a branch (if/then). After adding the branch, I could neither open a record or create a new record for the custom entity.

    Not knowing what to do, I tried deactivating the workflows I'd created prior to tying to make the new BPF thinking there might be a conflict between the existing workflows and the new BPF.

    So, in reading your suggestion I am confused about why I would delete the BPF entry (or anything for that matter) as I want to keep the BPF I'm trying to fix!

    It may turn out that I need a more detailed, step-by-step, walk through to understand what you are suggesting...

    Thank you for your patience!

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Adding a BPF to a custom entity with preexisting associated workflows

    Each BPF will have an entity created. Go to advanced find & look for this entity. Get the results & delete all the entries. There will an entry for each record with stageid, traversedpath, etc.

    Since you already deactivated BPFs it should work now.

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