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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Is it possible to have Business process flow stages with the same names?

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Posted on by 190

I have a pretty complicated business process flow with multiple branches.  I have a field that specifies if the item is a chemical item or not.  If it is not a chemical item it does require the health department to approve the item for purchase.  If it is a chemical item, it requires the health department for approval to purchase the item.  The top and bottom branch are similar except for the health department stage.  For the rest, I'd like to keep the same stage names.  Currently I put a period at the end of the stages so it would be different and the system would allow me.  Is there another way to do this?  Thanks. 

  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi bp3378,

    The stage name you mentioned is 'Display Name', i can use same value in two stage:

    pastedimage1667553112462v1.png

    If I have misunderstood, can you share your related screenshots about the BPF so that I can help you better?

  • bp3378 Profile Picture
    190 on at

    Hi Leah Ju, yes the display name.   Sorry let me rephrase my question.  In BPF i can use same display name, but in my workflow I am moving the stages automatically and I need to specify the display name to move to.  So It is here where issues occur if I have the same display name.  So I put a period in the end of one of the display names so they appear different to the system.  Is there a way around this to use the same display name but I can still move it automatically with the workflow?  

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi bp3378,

    As you mentioned, but in my workflow I am moving the stages automatically and I need to specify the display name to move to. 

    Are you updating 'Active Stage' field in the workflow?  and you need use different name to specify which stage is needed in workflow, Right?

    If so, maybe you can try to identify stage with help of another field--Stage Category.

    1.Go Settings > Customizations > Customize the system > Option Sets.

    --Add options you want to the field, then save and publish all customizations.

    pastedimage1667802924586v1.png

    2.Edit the BPF you are using.

    For stages with same name, you can select different category:

    pastedimage1667804084220v2.png

    3.In workflow:

    pastedimage1667804554796v3.png

  • bp3378 Profile Picture
    190 on at

    Hi Leah Ju.  I think this will be very helpful.  Let me give this a try first.  Thank you!

  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi bp3378,

    Have any updates?

    Could you click 'Yes' under title to mark this as a verified answer if my reply is helpful?

    Thanks in advance!:)

  • bp3378 Profile Picture
    190 on at

    Thanks Leah.  btw just curious what's the category for in the bpf?  

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