How to import to a particular stage in a Business Process Flow with multiple entity types along the flow

(0) Share

Report

Posted on by James

We have a business process flow that goes from lead to opportunity to project (a custom entity). The process works perfectly, but now that we're trying to import data into different stages of the process, we see there is a problem introduced by the fact that the import doesn't generate the BusinessProcessFlowInstance record, and so you cannot move either forward or backward off the current entity, e.g. if you import at a stage that references the opportunity record, you can't move forward to the project entity stages, or backward to the lead stages.

Does anyone know a SUPPORTED way of generating these records? The obvious unsupported way is to generate them in SQL directly...

Thanks
James

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Aileen Gusni 44,524 on at

Like (1)

Report

Hi CRM_Minion,

Is this link helping you?

community.dynamics.com/.../139884.aspx

THanks.

Was this reply helpful? Yes No
James 2 on at

Like (0)

Report

Hi Aileen - unfortunately, while that imports into the correct stage (we'd managed to get that part right), it doesn't generate the internal BusinessProcessFlowInstance record in the CRM database. Consequently, you cannot move across entity types in your imported records.

Thanks

James

Was this reply helpful? Yes No
PhuocLV 347 on at

Like (0)

Report

Please check my comment in this post:

community.dynamics.com/.../139884.aspx

Was this reply helpful? Yes No
Suggested answer

ScottDurow 21 on at

Like (1)

Report

Unfortunately at this time you can't reliably set up multiple entity BPFs on import due to the BusinessProcessFlowInstance not being available to the SDK.

Was this reply helpful? Yes No
Suggested answer

James 2 on at

Like (0)

Report

Thanks Scott - that's what we feared. For anyone's reference, the unsupported mechanism that seems to work is to run the below SQL statement (we only used 3 entities, namely lead, opportunity and new_customentity):

INSERT INTO BusinessProcessFlowInstance

(BusinessProcessFlowInstanceId,Entity1Id,Entity1ObjectTypeCode,Entity2Id,Entity2ObjectTypeCode,Entity3Id,Entity3ObjectTypeCode,ProcessId,ProcessStageId)

SELECT NEWID() AS BusinessProcessFlowInstanceId

, L.leadid AS Entity1Id

, 4 AS Entity1ObjectTypeCode

, O.opportunityid AS Entity2Id

, 3 AS Entity2ObjectTypeCode

, P.new_customentitid AS Entity3Id

, <ObjectTypeCodeOfCustomEntity> AS Entity3ObjectTypeCode

, COALESCE(P.processid, O.processid, L.processid) As ProcessId

, COALESCE(P.stageid, O.stageid, L.stageid) AS ProcessStageId

FROM FilteredLead AS L

LEFT JOIN FilteredOpportunity AS O

ON L.qualifyingopportunityid = O.opportunityid

LEFT JOIN Filterednew_customentity AS P

ON O.new_customentityid = P.new_customentityid --This link existed in our customisations, you will have to find your own way to link your Opportunity to your new_customentity

LEFT JOIN BusinessProcessFlowInstance PF

ON Entity1Id = L.leadid

WHERE PF.BusinessProcessFlowInstanceId IS NULL

AND COALESCE(P.processid, O.processid, L.processid) IS NOT NULL

Hope this helps someone!

Thanks

James

Was this reply helpful? Yes No
Suggested answer

MagnetismXRM 6,230 on at

Like (0)

Report

Hi, a little late with the answer but for anyone else wanting to do this in a supported way, here you go www.magnetismsolutions.com/.../programmatically-move-cross-entity-business-process-flow-stages-in-crm-2016

Was this reply helpful? Yes No
Hussman 3,755 on at

Like (0)

Report

You say here that it is supported, yet in your article you say it is NOT supported. You do realise that people that don't know how CRM works will implement what you described in your blog post? Very irresponsible.

Was this reply helpful? Yes No