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Customer experience | Sales, Customer Insights,...
Suggested answer

Workflow set activeand next button not come on BPF in crm 365

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Posted on by 335

Hello

i have created bpf but not able to see set active and next button on bpf in Unified interface 

0028.BPF2.PNG

and can how can i change the owner of bpf? here it's but it is disable

4743.BPF1.PNG

Thanks.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hi Yash,

    Try deactivating and activating the BPF again.

    Only this BPF does not have Next stage button or all BPFs do not?

    Also, if my previous answer helped you, please click Yes under its title.

    Thanks.  :)

  • Yash Trivedi CRM Profile Picture
    Yash Trivedi CRM 335 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hello Lu,

    it's working but i am not able to see Next stage button on Stage.

    can you know me..

    Thanks & regards

    Yash.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hi Yash,

    Then we could search for BPF in Advanced Find and assign it.

    Click the Advanced Find icon in the upper right corner.

    pastedimage1578045086709v1.png

    Select ‘Look for’ as Processes, and select Category as Business Process Flow in the filter. Click the Result button.

    pastedimage1578045459919v3.png

    It will search all BPF, find your BPF and select it. Finally click the Assign Processes button to assign it.

    pastedimage1578045579359v4.png

  • Yash Trivedi CRM Profile Picture
    Yash Trivedi CRM 335 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hello Lu Hao

    i have converted uci to classic crm, but i am not getting process tab under setting tab..i have check process under Components under customaization but over i am not get assign button for my bpf proccess

    can you please guide how can i achieve  

    thanks.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hi Yash,

    Could you provide a screenshot of BPF settings?

    To modify the BPF Owner, just select it and assign it to other users.

    pastedimage1578042124682v1.png

  • Suggested answer
    Roma Gupta Profile Picture
    Roma Gupta 725 on at
    RE: Workflow set activeand next button not come on BPF in crm 365

    Hi

    Yes you can change the ownership of BPF.

    Navigate to settings> Processes> select your BPF from view. There should be 'Assign' button on ribbon which will then prompt you for user or team.

    Select new user and it will update the owner.

    Regards

    Roma

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