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So
I have a an Entity, Client who can have many accounts, of which there are many receipts. In my business when the client first comes to us, we set up the client with an account, sometimes more than one account and each account will have multiple receipts.
All of these stages need fields completing, data input in setting up the client, the first account, then each of the many receipts. Data input is then needed on the subsequent accounts set up and their receipts.
Many months later that client may set up another account with receipts and there may be a change to the client entity data too.
My problem is visualising how a BPF would work here. I have set one up to do the client, initial account, receipt. What I am struggling to do is to go back in and trigger the BPF for subsequent work on the extra accounts and receipts.
Incidentally each of the records in the entities are already established, my operatives are going in and doing further enrichment or additions to the data.
Kind regards Darren.
Hi,
I am not sure why you would want a BPF.
This sounds more like a Subgrid on the Client entity form.
Client has many Accounts - Each Account has many receipts.
BPF would be more of a process for each Account or Receipt life cycle.
I have limited info on your business process so the above may not be relevant.
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