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Businsess Process Flow not being shown for automatically generated case

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Posted on by Aisha1985

Can someone please help. I have created a Business Process flow for case entity. It is appearing when i am creating the case .

But when the cases are being created from incoming emails. It is not being shown .

What could be the problem?

P.S I have created a Auto creation rule to create case for incoming emails on support mailbox.

Please help me out.

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RE: Businsess Process Flow not being shown for automatically generated case

Hi Aisha1985,

First, open your app in the Power Apps, then you can get [Organization URL] at the URL:

Then new a tab in your browser and send the request is ok:
Aisha1985 95 on at

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RE: Businsess Process Flow not being shown for automatically generated case

Hi

can please explain this step

:processstageid and traversedpath you need send request from Web API like [Organization URL]/api/data/v9.1/processstages?$filter=_processid_value%20eq%20[process id] and then find it here:"

actually i dont know how to send rquest from WEB API??
Aisha1985 95 on at

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RE: Businsess Process Flow not being shown for automatically generated case

In case someone if following this thread, the following links can be helpful

powerautomate.microsoft.com/.../
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RE: Businsess Process Flow not being shown for automatically generated case

Hi Aisha1985,

You are welcome. You could try this solution. And if you are stuck somewhere, feel free to ask.
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Aisha1985 95 on at

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RE: Businsess Process Flow not being shown for automatically generated case

Thanks so much for your detailed response. That is such a helpful post. As i am new to Dynamics CRM so it's really helpful to know these technicalities.

Thanks again !!!!
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RE: Businsess Process Flow not being shown for automatically generated case

Hi Aisha1985,

When a record is created in the Unified Client application we submit two requests, one to save the record and another to create an instance of the BPF process entity/table associated with the default BPF that persists the state of the BPF for the current record. When a record is not created using Unified Client application such as through automatic mechanisms, there is no instance of the BPF process entity/table for that record and as a result when the record is opened in the Unified Client application, since there is no BPF instance, the user needs to use Process->Switch Process and select the process.

So when the customer auto creates a case record, they will also need to create the instance of the correct BPF process entity/table with the required fields and then when the case is opened in the Unified Client application, the correct flow will be automatically displayed to the user.

My test:

1. I create a BPF named TMS Ticketing System as yours, and click the rule's MS flow.

2. Add a new action to create a record to TMS Ticketing System entity and set it like this:

Code view:

Note:

process id you could get it from the BPF designer URL:

processstageid and traversedpath you need send request from Web API like [Organization URL]/api/data/v9.1/processstages?$filter=_processid_value%20eq%20[process id] and then find it here:

Result: