How can I implement a Business Process Flow inside a Business process Flow

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Hello Good Morning,

I would like to ask how can I implement a BPF inside of other BPF, I tried to do this but until now I was not successful.

I have a 5 stage BPF with 5 different entities and when I try to add a Workflow to that stage allows me to create a new BPF.

Set as rules that the new BPF have to be the same entity of the primary BPF and have to be a an active, on demand workflow.

I followed all this rules but the workflow does not appear in the workflows.

Can anyone help me please?

Thank you,

Best regards.

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Priyesh 7,396 User Group Leader on at

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Hi,

When you are in a certain BPF, it's best to either have a conditional BPF, it can give an illusion that you have changed the BPF or your existing BPF got more detailed based on what data you've performed on the BPF.

Here's something to get you started - docs.microsoft.com/.../enhance-business-process-flows-branching

www.powerobjects.com/.../

Another way is to manually switch BPFs inside an entity. But then it's a major learning curve for users - they'll need to know when to switch back and move forward.

Hope this helps.

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Hello good afternoon Priyesh Wagh,

Thank you very much for your answer.

But for my case I have 5 stages with 5 different entities, what I want to do is in every stage have a Business Process Flow for each one of the entities.

It can be done?

If not, can I create 5 different BPF separately and linked them?

If Yes how?

Thank you,

Best Regards.

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Priyesh 7,396 User Group Leader on at

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Sorry, I don't think I follow completely.

What you can imagine is this -

Stage 1- Leads

Stage 2 -Leads

Stage 3 - Leads

Stage 4- Opportunity

Stage 5- Opportunity

Stage6 - Quote

And so on. I am assuming you have all these 5 entities one after the other. Meaning, the first entity is parent to second. Second is parent to third and so on.

In this case, you can have 1 BPF across these 5 entities starting at Entity A (spending a few stages in entity A itself) and moving on to other entities.

Hope this scenario fits.

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Hello good morning Priyesh Wagh,

Thank you again for your response.

I'll talk a litle about what I want to do so you can understand, I want to create a BPF that representes a process of creating a project.

The first stage is to give the name of the project, to assign the type of the project, the client involved and the place where it will be.

The next stages are processes that the project passes through like for example to visit the place for verifying if the place has conditions to place the new project or for example approving the documents to start the implementation of the project.

All for stages are processes of the project and all the 5 stages depend of the anterior one and have to be different entities.

All 4 stages are fairly complex and have to associate each one several workflows with other entities, that's why I was asking if it is possible to do a BPF inside a BPF or link several BPFs together.

I hope this is a good explanation.

Thank you very much,

Best Regards.

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Paul_Owen 2,027 on at

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As others have suggested conditional brancing may be an option but that would only be appicable if there is some conditions to the process. If you are always going to traverse along the same path then you only need one BPF, just bear in mind the limitations are, Max of 5 entities, 30 Stages and 30 steps.

Regards

Paul

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Community Member on at

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Hello good afternoon Paul Owen,

Thank for your answer.

At this moment I have 19 entities that I wanted to include in the BPF, that was my problem from the start.

What I was asking, because of the max of 5 entities, 30 Stages and 30 steps limitation, was if it is possible to put a BPF inside a BPF or link a BPF to other BPF.

Can you tell Yes or No?

Thank you very much,

Best Regards.

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Paul_Owen 2,027 on at

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That is mad, I would seriously question the business logic there! You said you only had 5 entities?

You could create seperate BPF's I guess and either the user will have to manually switch or use JavaScript or a plugin to do it based on a condition.

Regards

Paul

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Hello good afternoon Paul Owen,

Thank you very much for your answer.

Yes !!! You are beginning to answer my question, yes I said at the first post that I add only 5 entities didn't explain correctly, my problem my bad there.

So you are saying that I can do multiple BPFs but I have to find a way to connect them with a external application or plugin correct?

Yes I know that 19 entities it's a little bit complicated but every entity representes a table in a data base, the business process flow to create a project needs all of information in those entities that is why I have this problem.

Thank you again for the quick answer.

Best Regards.

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Abigail 552 on at

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I think this may help

docs.microsoft.com/.../business-process-flows-overview

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Paul_Owen 2,027 on at

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Yes, ther is an option to switch to a different process flow in the ribbon which can be done manually by the user or automated by using JavaScript or a plugin that will switch process for example when you click Finish on the last stage. There is also a solution that you can install for free with a load of custom workflow actions including one to set the process, so you could include that action in your own workflow based on a condition that a field is set to yes on the last stage to trigger the workflow to change to a different process, you can download it from here https://github.com/demianrasko/Dynamics-365-Workflow-Tools

Regards

Paul

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