automaisation Business process flow

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Posted on by FM-02051120-0

Hello,

I need your help to solve an automation problem that I can't figure out. Here is the context: I have an opportunity identified as a partner, and if it has a parent, I would like it to follow the parent's process.

For example, if the parent moves from the qualification phase to the Develop phase, I want the partner opportunity to follow the same path automatically.

The idea is to automate this process by taking into account the existence of a parent and whether the opportunity is marked as a partner.

The problem is that I already have a system in place, but it is not working at all; it doesn't even manage to advance the process.

Could you help me find a solution?

Thank you.

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Leah Ju Microsoft Employee on at

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automaisation Business process flow

Hi,

Is the BPF you are using in the form the same as the one you selected in Power automate flow?
From the images you provided, it looks different?

1.Can you provide more details the BPF?

--It's display name shown in the form.

--Are all the stages (phases) on this BPF based on opportunity entity?

2.Can you also provide clear screenshots of the flow steps to help me understand the reproduction?