Generate BPF stages from lookup table

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Posted on by Serhii Kharchenko

I have a "Projects" entity. It's required to use different BPF depending on "Project type" field value. I can not "hardcode" choosing the relevant stages sequence in BPF logic because stages should be able to edit by a customer: number of stages, name, some custom fields are dynamic. Something like that but actually stages should be generated from "Project Phase Duration" entity

The questions are:

Is it somehow possible to regenerate BPF stages based on lookup table using C# code?
If there are several stages in lookup table and I refer to some fields in stages steps then all stages display field values from the first lookup stage only. How to link displayed stage to relevant lookup record?

Will appreciate any help.

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Serhii Kharchenko 5 on at

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Forgot to attach related lookup table example for picture above

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Leah Ju Microsoft Employee on at

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Hi Serhii,

Based on your screenshot, the BPF across two entity(Project & Project Phase Duration).

What does regenerate BPF stages mean?

If administrator have added stage into one BPF, common users can't customize them through code or other way.

Maybe you can create two BPF or more, then add different stages you want into it.

You can use workflow/flow to get or set active stage of the BPF.

https://crmminds.com/2022/01/05/dynamics-365-set-business-process-flow-stage-automatically-by-using-a-workflow/

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Serhii Kharchenko 5 on at

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Hi Leah

My idea is that when user manipulate with "Project Flow Duration" entity the plugin behind should manipulate "processstage" entity creating/updating/removing business process flow stages at BPF meta data level. Not user but code should change stages inside BPF.

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Leah Ju Microsoft Employee on at

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Hi Serhii,

Current, Dynamics 365 does not support create /update/delete action on "processStage" entity.

And the following operations can be used with the processstage entity type.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entities/processstage?view=op-9-1

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Serhii Kharchenko 5 on at

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Got it. It's a real pity. Thank you, Leah.

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