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Customer experience | Sales, Customer Insights,...
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Custom business Process Flow

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Posted on by 1,229

Hi All,

When we create custom business process flow, I noticed that in the classic interface, power automate and also in Marketing App under Settings can create the custom business process flow, however, it seem that the custom business process flow will not appear in the entity unless we are customize using the Settings within Marketing App and switch the process, then we can see the custom business process flow.

In fact, which one is should be use to create the custom business process flow?

Thanks.

Regards,

Teh

  • Venedict Profile Picture
    Venedict 1,229 on at
    RE: Custom business Process Flow

    Hi Clofly,

    Ok, noted. Thanks again.

    Regards,

    Teh

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom business Process Flow

    Hi Teh,

    Yes, you are right.

    3rd method would be the proper way if you want to skip enablement.

    Regards,

    Clofly

  • Venedict Profile Picture
    Venedict 1,229 on at
    RE: Custom business Process Flow

    Hi Clofly,

    Thanks for your prompt reply. Yes, the method 1 is the one we tested as well, in fact we go through all 3 methods, but it seem like method 1 and 2 will have some delay to display the bpf in the entity itself, as we tested previously, sometime it doesn't come out at all, just not sure why.

    With your testing result, I would said the proper way to create the custom bpf is using the 3rd method, since user no need need to go to site map to enable it, am I right?

    Thanks.

    Regards,

    Teh

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom business Process Flow

    Hi Teh,

    Here are screenshots for your different situations from my test:

    * classic interface (1)

    Would your "classic interface" be below?

    pastedimage1583916818485v1.png

    * power automate (2)

    pastedimage1583916844236v2.png

    Marketing App under Settings (3)

    Would your "Marketing App under Settings" be below?

    pastedimage1583917863814v1.png

    ->  "It seem that the custom business process flow will not appear in the entity unless we are customize using the Settings within Marketing App and switch the process, then we can see the custom business process flow."

    The reason can be actually found in your description.

    All of those ways can be used to create custom business process flow, but if we do it with 1 and 2, we need to enable custom bpf to be available in marketing application,

    (as you see in screenshot 3, my custom bpf which was created with 2 is not enabled and there are only 2 bpfs enabled by default, so I can't see it in marketing application if not enable.)

    while creation and enablement are done at same time in 3.

    Regards,

    Clofly

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