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Dynamics 365 general forum

Switch Business Process Flow via Workflow

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Posted on by 395

Dear all,

referring to this https://community.dynamics.com/crm/b/crmpowerobjects/archive/2016/12/06/change-business-process-flows-using-a-workflow

I just setup my own workflow without having any issues. The System also says that the worklfow was successfully and even on the record itself it says that the new BPF was started.

You see that the current BPF is the default one and still is.

But you see also the COPY was started today which is the one I want to apply via workflow if any options set changes.

So in the backend I guess it worked BUT on the record itself it still shows the current / selected one? So why is CRM not switching to the new one called copy?

Side notes: I can do it manually. And the 3rd one in the picture is currently the default one in the order (has a different name but I hide it) and the selected one was the original default one and is the managed BPF.

BPF.png

Any ideas why it´s not switching on the record to the COPY BPF?

Cheers 

Patrick

I have the same question (0)
  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    would you mind to let us know the version of CRM? Online or On Prem?

  • Patrick Friedrich Profile Picture
    395 on at

    I thought it´s the Dynamics 365 forum so CRM Online anyway. Current Version DB 9.0.2.761

    Cheers

    Patrick

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi Patrick,

    Take a look the below post, Keyword "Parallel Business Process Flows"

    alexmscrm.blogspot.com/.../dynamics-365-business-process-flow-and.html

  • Patrick Friedrich Profile Picture
    395 on at

    Hi Fun :)

    Alright, I wasnt aware if this "feature". But when I - as the sys admin - switch the BPF via Worklfow, why I cannot see the changes then?

    In my case the lead was created by another use, I switch the company type, WF triggers and should switch the BPF. Is it bc the BPF runs on the Org level?

    Thanks in advance

    PAtrick

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi Patrick,

    can you share your workflow setting?

  • Patrick Friedrich Profile Picture
    395 on at

    WF.png

    Properties: Set the new BPF and Choose required entity Lead (Lead).

    Patrick

  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    who is the owner of this workflow?

  • Patrick Friedrich Profile Picture
    395 on at

    Me myself as Sys Admin

  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    did you enable audit for lead? if yes , can you check the audit? did it change to copy bpf and after that change back to original bpf?

    i will test this tomorrow on my environment.

  • Patrick Friedrich Profile Picture
    395 on at

    Well, I just tried it again, activated audit and it tracks just nothing.

    When I click on "Switch Process" I see, that the new BPF which should be applied by the WF is started by myself but on the form nothing happens :/

    Any ideas? Could you already find the time to investigate, Fun?

    Patrick

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