My company specializes in CRM customization and I'm building multiple demo environments to showcase to clients. This involves generating and importing thousands of records for various entities. The problem I'm experiencing is that we are often creating new business process flows for certain entities, and there is a requirement that we must be able to convert all or some pre-existing entity records to using a specific business process flow, rather than the one that was present when the record was created.
My question is: is it possible for me to bulk change which business process flow a record is using?
Things I've tried:
1. Exporting records and changing the process ID to match the GUID of the desired business process flow. This doesn't always work, and sometimes leaves me with a record that has no business process flow at all, and it sometimes leads to a loss of data, especially when certain flows carry across multiple entities.
2. Assigning the desired business process flow at the top of the Order list. This only works for newly created records. When dealing with BPFs that cross multiple entities, if I attempt to do method 1 on an entity that is not the first entity in the process flow, it will not assign the new record with the BPF that originates in a different record, and will instead default to the first BPF in the Order list for that particular entity.
I feel like there has to be a better way. What if a company had tens of thousands of records, and they all needed to have their BPF changed? It would be unrealistic to expect them to export everything, change one value, and reimport, especially since sometimes this method requires deletion of the original before reimporting. Does anyone have any ideas?
