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Aborting a BPF process when base record is inactive

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Posted on by Aneeqa Pervaiz

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Hello,

I have an entity X and created a BPF on it - BPF X. There is a workflow in place that updates status of record in entity X, and if status is closed, then it deactivates the record. Now, I want the BPF to abort when the record becomes deactive.

I created a workflow on the BPF X entity, but no combo of trigger seems to work. I set the trigger to 'Process changes' - and then choose the lookup field of entity X. It makes sense, that when any field on the record changes, the workflow would run and check the status. But, unfortunately it does not work.

What could be the way around it.

Thanks.

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Bipin D365 28,981 Moderator on at

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RE: Aborting a BPF process when base record is inactive

Hi,

Open your workflow and navigate to Process Session to check if it is getting triggere or not.

If not check your trigger option which you have selected in your workflow.

If possible please share workflow configuration screenshot to check this.

Please mark my answer verified if i were helpful

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LeoAlt 16,331 Moderator on at

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RE: Aborting a BPF process when base record is inactive

Hi Partner,

Please go to Advanced Settings->System Jobs to monitor the workflow and check if your workflow did not trigger or failed.

Regards,

Leo

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Aneeqa Pervaiz 240 on at

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RE: Aborting a BPF process when base record is inactive

Hey -

So Abort is not a BPF stage

It is the 'Abandon' step under Process.

So this is the workflow I created on the BPF entity:

It checks the status of the base record and then aborts the BPF - but it is not running as it should. I have set the trigger to the change of base record - but that is not working unfortunately. What could be the way around this.

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LeoAlt 16,331 Moderator on at

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RE: Aborting a BPF process when base record is inactive

Hi Partner,

How do you want to abort your BPF? Do you have a stage named "Abort" and want to set the active stage to "Abort" when the record status has been changed to "Inactivate"?

If so, you could use workflow to do.

For example I want to set the stage to "Close" when my opportunity has been closed.

1.Create a workflow on the BPF.

2.Set the trigger condition to 'process changes', and then choose both "Status" and "Status Reason".

3.Add a condition step to check the opportunity status. I add all the status which may cause the opportunity close.

4.Add an update step to set the active stage to "Close".

You should make sure you've set the entity X GUID to the entity lookup field on your BPF. If you don't set the related entity, the BPF will still update but it doesn't know which X record it should be assigned to.

Save and activate the workflow.

Then let's have a test. I closed an opportunity manually and the stage changed successfully.

Before

After

Best Regards,

Leo

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