Skip to main content

Notifications

Announcements

No record found.

Customer Service forum

Can we create a business process flow which travels from 'Case' to 'Parent Account' ?

(0) ShareShare
ReportReport
Posted on by

Can we create a business process flow which travels from 'Case' to 'Parent Account' ? 

Categories:
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Can we create a business process flow which travels from 'Case' to 'Parent Account' ?

    Hi,

    You cant, because the Account doesnt have case field.

    Account without case field

    34.png

     

    Account with Case field (only for demo purpose, not suppose to create relationship like this)

     

    34.png

  • RE: Can we create a business process flow which travels from 'Case' to 'Parent Account' ?

    Thanks

    Here are the requirements-

    1. Case are automatically created in our application .

    2. User logs in and opens a specific case. He/She reviews the case info and fills some information in BPF ( Stage 1 - Case Entity)

    3. Next , user now moves to the parent account by selecting 'Next stage' (Stage 2 - Account) on BPF. Account form loads and user fills some info.

    4. Next, User clicks next stage on BPF and it moves to Stage 3 ( Case form).  User closes the case.

    So the BPF stages are :

    Stage 1 (Case) > Stage 2 (Parent Account) > Stage 3 ( Case).

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Can we create a business process flow which travels from 'Case' to 'Parent Account' ?

    Hi,

    would be good if you elaborate more on the requirements

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans