BPF with On-Demand Processes

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Posted on by fherken

Hello all!

In our CRM we got a pretty straight forward Business Process Flow with four steps and each of the steps got an associated Process which is triggered when entering the phase.

Now my problem is the following: The associated process have to have their settings at On-Demand Process, otherwise the BPF cannot be saved with the error message /Invalid workflow or workflow does not exist./.

What I don't understand: Why it has to be an On-Demand process? I don't want the users to trigger the processes manually, they should only be triggered when entering the different phases.

I found out, that if the BPF is already saved I am able to change the processes after saving the BPF. That way, the processes still work as intended and the user is not able to trigger them manually. But when I later want to change the BPF again, it is not possible to save it (or export, activate, you name it).

Is this designed behaviour or is this a bug? Is there another way to achieve what I described, without having the issue to work against the intended way of dynamics?

I hope my Issue is clear, if you need more information please let me know.

Thanks for your help in advance.

Kind Regards

Felix

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fherken 12 on at

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BPF with On-Demand Processes

Hi Leah,

thank you for the information, that answers my question :)

have a good time!

Kind Regards

Felix
Verified answer

Leah Ju Microsoft Employee on at

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BPF with On-Demand Processes

Hi Felix，

I see, you don't want the on-demand workflow to be displayed here, Right?

If so:

- Having a process/workflow in the BPF when entering phases which is automatically executed but cannot be executed by the user. is not possible by design. Am I correct?

Yes, you're right, we can't change that, it's by design.

Regards，

Leah
fherken 12 on at

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BPF with On-Demand Processes

Hi Leah, thank you for your answer, really appreciate your help.

I understand now that the process needs to be configured as On-Demand by design. Even though I don't understand why I just accept that as a fact. The possibility to change the workflow after saving the BPF is, in my opinion, at least bad design. What if a process which is used in the BPF is used at other areas of the CRM and someone edit the trigger for another use-case? The error message I get when trying to edit the BPF afterwards is confusing and I spent a good amount of time to find out that the wrong trigger of an associated workflow was the issue here.

1.What I don't understand: Why it has to be an On-Demand process? I don't want the users to trigger the processes manually, they should only be triggered when entering the different phases.

I think I was not clear on this point. I understood that the user dont need to trigger the process manually. Rather, I don't want the user to even have these processes to choose from under the entity's "Flow"-Button to prevent usage of these processes outside of the BPF. I already looked into restricting the usage of processes for specific users. But as far as I understood it is just possible to completely restrict user for using processes which is also not what I want. So my use-case:

- Having a process/workflow in the BPF when entering phases which is automatically executed but cannot be executed by the user

is not possible by design. Am I correct? :)

Kind Regards

Felix
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Leah Ju Microsoft Employee on at

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BPF with On-Demand Processes

Hi Felix,

The workflow that added to the BPF must be on-demand, which is by-design.

https://learn.microsoft.com/en-us/power-automate/bpf-add-on-demand-workflow

As stated in the note reminder that displays when you add this step.

1.What I don't understand: Why it has to be an On-Demand process? I don't want the users to trigger the processes manually, they should only be triggered when entering the different phases.

But it doesn't mean that users need to trigger it manually.

So you don't need to worry about it.
After adding this workflow to BPF, it will be governed by this BPF and will be triggered according to the triggering options you have selected on BPF.

So as long as you select 'Stage Entry' as the trigger in BPF, this workflow will be automatically triggered when you enter this stage.

2.I found out, that if the BPF is already saved I am able to change the processes after saving the BPF. That way, the processes still work as intended and the user is not able to trigger them manually. But when I later want to change the BPF again, it is not possible to save it (or export, activate, you name it).

It is not recommended that you save the BPF and then specifically modify the workflow, which is not in line with the formal setup procedure.

Even if it works by accident, it may lead to unknowable errors and affect other things.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah