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No Process flow being applied by default to new record created from Portals form

Posted on by 5

Hi,

I've been stuck on this for a couple of days, I have a custom Model Driven app, a Powerapps Portal, a custom entity and BPF. When I create a new record in my custom entity through the model driven app, it defaults to my BPF. However when I create a new record in the entity from the portals site, it shows up in the model driven app, without a BPF, I can switch to it, but I want to default to it without the user having to switch to it.

The behaviour I require is available in the Customer Service Hub, Cases can be crated from the portal and they default to a BPF. I have check the forms, pages, Model driven app, secruity roles etc. 

Could someone point out what I'm missing or why I might be having this issue?

Many Thanks,

Jack

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,816 Moderator on at
    RE: No Process flow being applied by default to new record created from Portals form

    If u dont need other BPF just remove it from the model driven app.

    Ideally when we apply priority to the bpf it should work as per the below documentations.

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

    Thank you,

    Amit Katariya

  • Jack Morgan Profile Picture
    Jack Morgan 5 on at
    RE: No Process flow being applied by default to new record created from Portals form

    I have made the process the default by making it at the top of the list:

    pastedimage1672996037145v1.png

    Added it to my app designer:

    pastedimage1672996088907v2.png

    finally added permissions:

    pastedimage1672996356258v3.png

    Yet when I submit the form, the record is not defaulted to the BPF and I have to switch to the process.

  • Eiken Profile Picture
    Eiken on at
    RE: No Process flow being applied by default to new record created from Portals form

    Hi,

    I try to create new record from the form in Portal and the BPF displays normally.

    Now I list some possible reasons for you.

    1. Check weather the BPF you want is set the default.

     pastedimage1672989560322v1.png

           2. Check the app designer and make sure that the BPF are contained.

     pastedimage1672989633102v3.png

            3.Check weather the Table Permissions in web role has the correct permission.

    pastedimage1672989729633v4.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: No Process flow being applied by default to new record created from Portals form

    Hi,

    Please see below article

    www.google.com/.../

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