web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

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

(0) ShareShare
ReportReport
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

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Please see below article

    www.google.com/.../

  • Eiken Profile Picture
    Microsoft Employee on at

    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

  • Jack Morgan Profile Picture
    5 on at

    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.

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 117

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 76 Super User 2026 Season 1

#3
Martin Dráb Profile Picture

Martin Dráb 58 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans