Dynamics Community Forum Thread Details

Guidance on Designing Business Process Flows Across Two Tables

Hello,

I’m working on a Business Process Flow (BPF) that spans two key tables:

Project Request Table: Where project requests are created and initially managed.
Project Table: Where approved requests are tracked through their lifecycle.

Here’s the setup I’ve tested:

Created a BPF starting with the Funnel stage in the Project Request Table.
Added a condition that evaluates the Workflow Type field in the Project Request Table form:
- If Workflow Type = Project, the flow transitions through project-specific stages.
- If Workflow Type = Efforts, it transitions through effort-specific stages.
Activated this BPF and added it to my model-driven app as an automation.

Issue:
The BPF works well when creating a new project in the Project Request Table form. However, once the project is approved and data is copied to the Project Table via Power Automate, the BPF does not carry over.

Goals:

Seamlessly integrate the Funnel stage and automate the transition between the tables.
Maintain continuity across stages and tables.
Ensure the BPF is visible and functional in both tables for a smooth user experience.

Request for Help:
What are the best practices for: