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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Business process flow ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Business process flow next stage always prompting to select the record

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Posted on by Umer Javed 180

Hi all,

I have business process flow for Case and a custom entity. The relationship between case and the custom entity is 1-M. 

The first stage of the BPF has got the case detail and the second stage is suppose to switch over to the custom entity. I understand when I create the case first time and move to the next stage I need to create this custom entity record however after creating this record when I switch back and forth between case and this stage it is always prompting me to select the record which doesn't sound right given when I click "Next stage" from the first one, it should automatically redirect to the form/record of this custom entity created previously...

Few years ago I was able to achieve this for another customer without any issue and now this feature doesn't seem to be working unless I am missing something in config given in the BPF config I have also selected the relationship between case and this custom entity.

pastedimage1646767260455v1.png

Any idea what is wrong here please?

Thanks

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    There is an OOTB BPF called "Lead to Opportunity Sales Process" behaving in a similar way as your description. 

    It will continue this BPF by jumping to the form of the child record after creating the corresponding Opportunity record for Lead.

    You can refer to the design of this BPF.

    pastedimage1646985651346v1.png

    Or maybe you could provide the screenshot of your design.

  • Umer Javed Profile Picture
    Umer Javed 180 on at

    Hi Nya,

    Sorry I should mention that I have already looked into Lead to Opportunity process both at functional and technical level. Apparently only first (when you click Qualify)time it jumps to the opportunity related stage and therefore form. However if you go back to Lead stage and progress to opportunity stage, apparently it still prompts you to select the Opportunity record similar to the screenshot I shared before.

    I guess it should be common ask as user would find it quiet tedious to select the record every time(if they move back and forth  between stages) and therefore extra click.

    I am thinking this may be by design because there can be many target entity records given (1:M)  however I have also tried M - 1 between Case and custom entity but still no luck. I guess it should be achievable using some custom scripting...will look into scripting option.

  • Suggested answer
    Umer Javed Profile Picture
    Umer Javed 180 on at

    Eventually resolved it. It was a bit long winded solution with couple of API calls to retrieve stages and then transition to actual related record. Also used form navigation script on stage change to display relevant entity form. Used following article for the API calls.

    docs.microsoft.com/.../model-business-process-flows

  • Btr1 Profile Picture
    Btr1 2 on at
    @umer
     
    How do i call api call in BPF? how did you resolve it can you explain.

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