Automatically switching already created opportunities from an existing BPF to a new BPF

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Posted on by MBP1102

In my environment, I have many opportunities with out-of-the-box business process flow (Opportunity sales Process).

Now I have new requirements and I've created a new BPF base on new needs. I set the new one to be the default, and when I'm creating a new opportunity the new BPF is reflected, but the old existing opportunities still have the old BPF.

Is there a way to switch processes on existing records, to make bulk change of the BPF of existing records, without doing it manually and without resetting the progress of the old opportunities while transferring to the new BPF?

BR,

Milka

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MBP1102 65 on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hi Mehdi,

Can you please share the solution? I need to solve this ASAP and your help will be welcomed

Thanks, Milka
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meelamri 13,216 User Group Leader on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hello,

Yes you can !! Each BPF Instance stores the Current Stage in the stageId field;

I will implement the complete scenario as soon as I can.
MBP1102 65 on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Mehdi,

Is there a possibility to get stage and map with the new one?

and I would like to map

Old BPF Stage/ New BPF stage

Qualify -> New Qualify

Develop -> New Develop

Propose -> New Propose

Close - New Close

I've created new stages in Stage Category as well.

BR, Milka
MBP1102 65 on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Mehdi,

Thank you for the help. It works great

Have a nice day
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meelamri 13,216 User Group Leader on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hello Milka,

Sorry, I forgot to give the detail for my Step "Create New BPF Instance".
MBP1102 65 on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

yes, in addition

Br,

Milka
meelamri 13,216 User Group Leader on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hi,

Can you share please more details about the step "Add new row"
MBP1102 65 on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hi Mehdi,

I tried the same flow but I get this error
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meelamri 13,216 User Group Leader on at

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RE: Automatically switching already created opportunities from an existing BPF to a new BPF

Hello,

Are you able to use Flow ?

If yes, check this:

Demo:

[View:/cfs-file/__key/communityserver-discussions-components-files/761/Switch-BPF-with-Power-Automate_5F00_Trim.mp4:320:240]