Microsoft Dynamics CRM (Archived)

Business Process Flow

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Posted on by Mohammad Sharique

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Hi All,

Getting challanges in business process flow crm 2015.

Issue : I have business process flow on Campaign entity and second stage is attached with the Marketing list and third stage also connected with Marketing list. Means i want to create two different marketing list for one campaign using business process flow.

1- In first stage i create the campaign and saved it.

2- From first stage i click to NEXT stage button its ask to create new Marketing list and its saved.

3- Now from Second stage i click on NEXT stage button to create again new marketing list but In third stage when i clic i want to create marketing list but its unfortunetly its not asking to create new marketing list directly showing existing record in third stage which is create in previous stage. i want it should ask to create new marketing list.

Kindly help me is it possible.

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Mahendar Pal 45,095 on at

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Hi,

share you business process design screenshot.

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Mohammad Sharique 290 on at

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Sorry for delay,

yes sure here i am sharing the trail organization detail you can try on direct here on campaign record. and please let me know the possibility to create two marketing list for one campaign through same business process.

punesoft.crm5.dynamics.com/main.aspx;page=Settings&area=nav_administration#246492598

UserID: m.sharique@punesoft.onmicrosoft.com

Password: shaikh@123

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Community Member on at

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So the problem is understanding why the business process flow is creating a new marketing list record.

When a business process flow jumps between entities, it creates a new record that is linked. So you have Campaign (new) -> marketing list (new) -> marketing list (same!). So what you need to do is have a field on the business process flow called create next list and a workflow when yes to create the next one and have that shown on the first record for them to work on it.

I'm sure there's a JavaScript way to do this, but I'd start with understanding when and how business process flows create new records.

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Mohammad Sharique 290 on at

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Hi Jacqueline,

Thanks for your help, can you please let me know step by step to achieve this. ill appreciate you.

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So my solution wont have the same feel but it will let you do what you want to do. Somewhere on the second stage of the business process flow, I would add 2 fields. The first being "Start Second List?" (yes/no field) - the second, a lookup to a marketing list. Make the yes/no field mandatory to progress. Then, create a workflow where when this field changes to yes, create a marketing list with any info you want the same as the first marketing list. As a final step to the workflow, update the lookup on the original marketing list with the marketing list created from the workflow.

Now this is where we can get fancy. Based on things added to this new record, we can set the fields on the "parent" marketing list, i.e. fields in the BPF! So say you don't want them to end unless they add data to a field on this second marketing list. Well you can lock this field to the user and then set it to yes using a workflow when that field is populated on the "child" marketing list.

whats even cooler is that if you wanted even more (more than 2) you could keep the original yes/no field but then add a subgrid (to the form, not the bpf - ha) that holds all the marketing lists. Using this idea, you could do the BPF on just the campaign entity and then have them add as many lists as they need. Set a restriction that there must be at least 2 lists in the BPF to finish -- you can do this with a rollup and check to make sure this is >= 2, if so, change a yes/no field on BPF to yes, else, keep it locked at no.

So, you have a few options! Hope my ramblings have helped you :)

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Tobias Koller on at

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i think Jacqueline's Suggestion is the best way to do it.

I analyzed the code-behind but there are some heavy differences between. So you can't just set a property to get the other functionallity. Sorry for that :)

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Tobias Koller on at

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i think Jacqueline's Suggestion is the best way to do it.

I analyzed the code-behind but there are some heavy differences between the two steps. So you can't just set a property to get the other functionallity. Sorry for that :)

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