Business Process Flow with about 16 paths, each path having 8 to 10 stages

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Posted on by dxshyam

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Greetings !

Environment: D365 CRM online Version: 9.1 | 2020 release wave 2 enabled

I have never done a BPF having more than 30 stages.

My current requirement has 4 fields Single Transaction, Store Type, Applicant Type and Transfer that can have either of the below 16 value combinations and depending on the combination the BPF should branch out to appropriate path 1 to 16. Each path will have around 8 to 12 stages.

My initial plan was to have a Main BPF that checks for all the below 16 combination and the call respective BPF's Path1_BPF, Path2_BPF...Path16_BPF. I ran out of IF Else depth as BPF'c conditional statement has a limitation of maximum 10 level depth.

Below is the Table that shows the Path I should take for each combination of the 4 fields and also added the Process flow that I am trying to achieve using BPF.

Any pointers/help in achieving this would be really helpful

Table

Flow I am trying to achieve using BPF

Thanks

Shyam

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dxshyam 230 on at

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RE: Business Process Flow with about 16 paths, each path having 8 to 10 stages

How about instead of having those 16 conditions checked in Main BPF, I check only the conditions for 3 fields Single Transaction, Store Type and Applicant Type in Main BPF and in the called BPF I could check the condition of the 4th field Transfer?

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LuHao 40,890 on at

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RE: Business Process Flow with about 16 paths, each path having 8 to 10 stages

Hi Shyam,

I can think of 2 solutions.

Solution 1.

Divide the entity into two entities, one is for Single Transaction as No, the other is for Single Transaction as Yes, their fields and forms are the same. We distinguish Single Transaction through two entities instead of fields.

Then create two BPFs, one for each entity. Their stages and steps are the same.

This way, each BPF has 8 paths.

Solution 2.

You can create a main BPF and 4 called BPF. The main BPF has conditions for 2 fields Single Transaction, Store Type. The called BPF has conditions for 2 fields Applicant Type, Transfer.

Then create 4 workflows, the workflow is used to change BPF for the record.

Please refer to this bolg to know how to create such workflows: https://powerobjects.com/tips-and-tricks/change-business-process-flows-using-workflow/

This way, each BPF has 4 paths.

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dxshyam 230 on at

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RE: Business Process Flow with about 16 paths, each path having 8 to 10 stages

Dear Hao,

Thanks for sharing your approach. Both Solution 1 and Solution 2 would do the job but the Set Process action is now deprecated (even though it works for now).

We have refined our approach the following way.

Have a default bpf that would display when the new button is clicked for record creation.

Have multiple stand alone bpf's that is based on Siingle Transaction, Store Type, Applicant Type. Each of these bpf will handle both Transfer and Non-Transfer scenarios.

Have a JS to dynamically display the appropriate BPF based on the values of these driving fields.

Thanks,

Shyam

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