Dynamics Community Forum Thread Details

Reactivate BPF and set its stage

Hi,

Is there a way to reactivate a bpf and set it to a desired stage when a ticket re-opens?

Any help would be appreciated !

Thanks & Regards,

Shreya

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Applications and Add-ons

Other Functionality

Hi Shreya,

We can use the workflow to do it.

Here are the steps:

1) Create a new workflow, the entity is the BPF of case, the default is "Phone To Case Process".

2) Check the Process changes in Start when. Click Select button, select Record Type as Incident(Case) then check Status. OK.

3) Click Add Step > Check Condition. Set the condition to Incident(Case) Status Equals Active. Save and close.

4) Under "If...then:", add the step Update Record. Click the Set Properties button, then select Active Stage as the stage you want. Save and close.

5) Finally, activate the workflow.

This workflow will be triggered automatically when we reactivate the case. With a delay of about 15 seconds, the BPF stage will be set to the specified stage, and you will need to refresh the page to see the effect.

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