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Automatically assign a BPF (Business Process Flow) to an entity based on a field condition

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Posted on by Jose Gregorio Diaz

Dear Community experts,

Do you know if there is a way that I can automatically assign a particular BPF (Business Process Flow) to an entity based on a field condition?

It seems that this question was raised before but the website with the solution does not work anymore: https://community.dynamics.com/forums/thread/details/?threadid=f2bb40bd-5ac7-4d97-afb2-3f0825394b39

Thank you,

Jose G Diaz

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RudyZhang Microsoft Employee on at

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Hi,

Our team analyzed your requirements and you can implement the use of different BPFs depending on the value of the field by using conditional branching in the business process flow.

Here is a simple example to give you a better understanding of this approach
Step1, create a BPF, use the BPF on the test entity, and set different branches based on the values of the entity's fields.

Step2, create an MDA application to test the BPF.

In addition, if you want to know more details about BPF you can refer to the following official documentation.
https://learn.microsoft.com/en-us/power-automate/create-business-process-flow

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Andras Fordos 112 on at

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Hey

Answer depends on more details of your situation: do you want to just branch off within an already running BPF? Or you want to start a specific BPF on a record based on field values? For the former, the other response here is a good starting point. For the latter you do have option with both frontend (JS) and backend (C# or workflow) depending on your needs.

But first, the important part is to understand how BPF works:
For every BPF, when created, a "helper" entity (table) is created in Dataverse, to store instance records of that particular BPF. What this means is, that every single time a record (for example a case) starts within a BPF, a new record is created in this helper table by the system to track the advance of that record within the BPF. Additionally, the particular record (case in this example) will be pointed also towards the currently active associated BPF through a "processid" field.

So, in short, by your means (frontend, backend), you would need to set the processid on your entity record (for example case) to the BPF and create a new record in the BPF "helper" table too, filling out the important fields (active stage, traversed path, etc etc). Happy coding! https://learn.microsoft.com/en-us/power-automate/best-practices-entity-attributes#using-the-active-stage-to-run-logic

Cheers,
András

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