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Microsoft Dynamics CRM (Archived)

How to automatically change BPF

Posted on by 70

Hi,

I would like to automatically change my BPF. I set a workflow in my actual business process flow like this : 2018_2D00_02_2D00_15-11_5F00_44_5F00_21_2D00_Process_5F00_-Lead-to-Opportunity-Sales-Process-_2D00_-Microsoft-Dynamics-365.png

And here is my workflow : 2018_2D00_02_2D00_15-11_5F00_55_5F00_14_2D00_Process_5F00_-Switch-to-BPF-_2D00_-Microsoft-Dynamics-365.png

And here is one of the 2 BPF I want to set : 2018_2D00_02_2D00_15-11_5F00_56_5F00_20_2D00_Set-Custom-Step-Input-Properties-_2D00_-Microsoft-Dynamics-365.png

I followed these instructions : https://www.powerobjects.com/2016/10/25/using-workflows-to-switch-between-business-process-flows-automatically/

Could you please help me on this point ?

Thank you !

Camille

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  • Camille Pantin Profile Picture
    Camille Pantin 70 on at
    RE: How to automatically change BPF

    Hi Wei Jie Fun,

    I tried to refresh after a few minutes but it still does not work

    I also tried it with my workflow converted to real-time workflow, but it still does not work...

    Thank You and Regards

    Camille

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to automatically change BPF

    Hi,

    After you move to next stage, have you try to refresh the form after few minutes? As you are using background workflow , it will not run immediately.

  • Camille Pantin Profile Picture
    Camille Pantin 70 on at
    RE: How to automatically change BPF

    Hi Andrew,

    Thank you for your help !

    Yet it still does not work with scope "Organization"... :(

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to automatically change BPF

    Hello,

    Change scope of workflow from User to Organization.

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