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Business Process Flow Notifications

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Posted on by TXTechGrp

Hello,

We have created a business process flow with 4 stages, in each stage there are a few Data Entry Steps consisting of checkboxes/dropdowns.

How can we configure an email notification to be sent to a user when a step is completed - we cannot get this to work.

Anyone have any luck?

Thanks in advance!

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Fubar 2,761 on at

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In the BPF editor, at the bottom of the Stage, you should see a section labelled "Workflow" drag (or add) a workflow component into that section. Then in the panel for on the Left of screen set the Trigger (Stage Exit), and then select or create the workflow. The Workflow must be set to run as An on demand process (and you probably will want to set the scope or Organization, and turn off the automatically populated OnCreate trigger), add the Steps to your workflow to Send email and apply additional logic..

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TXTechGrp 20 on at

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Will this send an email alert when the Stage advances or after each step in that stage?

Thank you!

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LuHao 40,892 on at

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Hi partner,

What are the conditions for the completion of the steps? How do we recognize that the steps have been completed?

Are checkboxes/dropdowns required? Or can they be null values?

If they are required, then we can create a real-time workflow for each stage. The trigger is to update checkboxes/dropdowns. The condition is that all checkboxes/dropdowns of the current stage contain data, and the action is to send an email.

If they are not required, then we can only add a step to run the workflow at the bottom of each stage, allowing users to manually run the workflow. Because we cannot identify whether the current stage has been completed, there is no standard condition.

Or, we can set the trigger of the workflow to Active Stage change. In other words, when the user enters the next stage, the current stage is completed, the email will be sent.

Please select a situation and I will provide you with screenshots of the steps.

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TXTechGrp 20 on at

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Hello, thank you very much!

So each Step under each stage is required before it moves to the next step and then the stage is complete. They would like an email after every step is complete.

What it's sounding like is it's only possible to send an email when the entire Stage is complete, not just the step?

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LuHao 40,892 on at

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Hi partner,

When we change a step field in BPF, we need to save the record for this change to take effect.

So only when the record is saved, the step is considered complete.

In summary, we will implement your needs in two steps.

Add an OnLoad event to the entity where the BPF is located, coded by Javascript to realize that the current record is automatically saved whenever the BPF step is completed.

Create a workflow and send an email whenever the field of the BPF step changes.

Assume that BPF is on the Opportunity entity. When I complete the steps in the BPF, send an email.

Step 1.

Edit the Opportunity form, click Form Properties.

New a web resource of Javascript.



function BPFStep(executionContext) { var formContext = executionContext.getFormContext(); formContext.getAttribute("identifypursuitteam").addOnChange(SaveRecord); formContext.getAttribute("developproposal").addOnChange(SaveRecord); formContext.getAttribute("completeinternalreview").addOnChange(SaveRecord); formContext.getAttribute("presentproposal").addOnChange(SaveRecord); } function SaveRecord(executionContext) { var formContext = executionContext.getFormContext(); formContext.data.entity.save(); }

Then add a OnLoad event.



Step 2. Create a workflow for each of the step fields.



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