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Dynamics 365 general forum

Cannot display the process stage name in view since upgrade to v9.0

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Posted on by Hubert Solecki 170

Hello,  

I have an entity "Need" with a business process flow "Need management" on it with 3 stages. I have a view that lists all the needs and I have added a column that presents the need management process stage name for each record. 

Since we upgrade to Dynamics 365 v9.0, I have noticed that for all BPF, an entity with the same name is created, so I have a entity names "Need Management".

But in the view that lists all the needs, all these that have been created after the upgrade don't have any value for the process stage name column and I cannot added any column from the "Need Management" entity to display it again. 

The only think that I can do is creating a view for the Need Management entity that has access to the "Need" attributes...

Is there a way to have a view on "Need" entity with the process stage name again, as it was before the upgrade ? 

Thanks in advance ! 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot display the process stage name in view since upgrade to v9.0

    (I should have added for that second approach, create a lookup on the Need entity to your Needs Management BPF entity in order to set it via the workflow)

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot display the process stage name in view since upgrade to v9.0

    Hi,

    2 ways to do it: base your views on the BPF entity itself, and join across to the Need entity from it (many to one), or create a workflow and attach it to the BPF entity to run on Active Stage change (and process attach/create) and have it update the BPF onto the need entity (to force it to be a many to one). Then you can access the BPF through your views on the Need entity. BPF is of course natively a one to many off the parent entity which is why you can no longer get to it in views/charts etc. to see the "Current Stage".

    Does that make sense?

    Thanks,

    Nick

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