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Customer experience | Sales, Customer Insights,...
Answered

Business Proces Flow - Start from begining

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Posted on by

Hi, 

I have a business process flow on account record. Let's say user has finished process, clicked on Finish button. How can I start BPF from beginning on the same account record? I tried Abandon and Reactivate, tried Switching and Archived BPFs. Active for time does not restart to 0 minutes, or process does not start from beginning.

Thanks, 

Zvjezdana

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  • Verified answer
    Virendra Agrawal Profile Picture
    150 on at

    Hi there,

    I just tried and it worked using below combination, 

    Create a workflow on the business process flow entity (I did it with Opportunity to Sales Process) --> run it on status change --> Check for the status change to Active (here you will have to reactivate the BPF for for flow to trigger)

    pastedimage1603078857743v1.png

    Set the active stage to your 1st stage. 

    pastedimage1603078922568v2.png

    So when a user re-activate a the BPF, the workflow will trigger and start the BPF from the beginning. 

    Hope this helps.

    Thank you.

  • zzecevic Profile Picture
    on at

    Hi Virendra, 

    Thank you for your help. I updated your steps that when BPF is activated (Reactivate BPF), it creates new BPF record in first step. User switches to new BPF (created) and timer starts from beginning.

  • Virendra Agrawal Profile Picture
    150 on at

    Happy to hear that it worked for you.

  • zzecevic Profile Picture
    on at

    Thank you but I found solution, switching BPF to new, created, record...

  • JW-25062347-0 Profile Picture
    2 on at
    Hi Zvjezdana,
    How did you make it work? I have the same request.
    Can you please explain a little bit?  Thanks.
     
    I have created the following, but it doesn't work.
     
    thanks,
    John
     
     

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