How to automatically Finish a workflow

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Posted on by Benjamin Fallar III

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I have a workflow business process flow, and the last stage is called Certification, and this stage contains 3 required steps.

What I wanted to do is after I completed the 3 steps in the Certification stage, and save it, I want the stage to automatically FINISH, instead of manually clicking it.

Any ideas with using any custom code (plugin).

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gdas 50,091 Moderator on at

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Hi,

I believe you can do this using workflow or action based on field value -

Check here form more info -

dynamics365blocks.wordpress.com/.../how-to-change-bpf-stages-automatically-using-workflow-in-dynamics-365

community.dynamics.com/.../258175

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StefanS365 3,575 Most Valuable Professional on at

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Hi Benjamin,

You could add a workflow to the base entity of the business process flow that is triggered by the change of the 3 steps / fields and then set the status of the business process flow record to finished/completed.

Reference: blogs.msdn.microsoft.com/.../automate-business-process-flow-stages-using-workflows

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Benjamin Fallar III 245 on at

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I'm referring to the FINISH button on the last stage. I'm not referring to changing stage.

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Priyesh 7,396 User Group Leader on at

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Hi,

Yes, you can write a plugin on the BPF entity itself. Here's the high level approach you can go for -

1. Write a plugin on the change of either of the three/four fields on Opportunity/Lead (or wherever your process is)

2. The plugin will query the BPF record where the context of the plugin record i.e. the record in question is is set to Opportunity/Lead (respective field).

3. Update the Status Reason to completed of that BPF.

Keep the plugin Sync so you can see it being updated.

Hope this helps.

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Benjamin Fallar III 245 on at

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I already got into that document, but I didn't get your statement on how to set the status of the BPF to complete. There is no settings in the Update of the BPF entity.

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Benjamin Fallar III 245 on at

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Oh, I'm sorry... I mean NO custom plugin code.

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Benjamin Fallar III 245 on at

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and the only available status reason are active and inactive.

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Sreevalli 3,256 on at

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Hi,

I didn't try this but you can give a try

community.dynamics.com/.../finish-a-business-process-flow-in-c

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StefanS365 3,575 Most Valuable Professional on at

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You should use the workflow action step Change status of record where you can select the status reason.

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Kokulan 18,054 on at

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Hi, could you try the following and see if does what you want to achieve

Create a workflow on BPF process change (select Modified On) field, this will trigger the workflow everytime a step is updated.

In the workflow, you can check the active stage and also check all three fields if they have value by checking the related entity fields.

If those three steps have value and if the BPF Active stage is correct, you can then do an Update to BPF entity record and set the Active Stage to the Finished or Last stage you want to move it to.

Thanks

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