Hi,
Is there a way of reporting on and pulling records where a user has clicked on the 'Finish' button on the Business Process? I know the process becomes an Archived process, but I'm struggling to find a way of pulling this data.
Our Business Process doesn't change the status of a record to Inactive when the Business Process is finished.
Many Thanks
*This post is locked for comments
I have a similar need Lynsey, as I'm wanting to view all records where a record hasn't 'Finished', so that the users can manage those records.
The other issue since V9.0 of CRM 2016 is that you can no longer report on Stage ID of your BPF.
Fingers crossed, somebody knows the answer!
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (