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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / BPF Stage change based...
Customer experience | Sales, Customer Insights,...
Unanswered

BPF Stage change based on workflow

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Posted on by AKSHAY AURADKAR B 203

Hello Experts,

I have a customized BPF in opportunity entity i.e stage 1 to stage 4 , now my requirement is to change the active stage 

based on the modified date,

ex: if the BPF is in the same stage for more than 30 days it should set to stage 1 

kidly help 

Thank you

I have the same question (0)
  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    We could use 2 ways to switch the BPF stage with our requirement.

    a.Workflow

    1.Create a workflow and select the entity to the BPF.

    pastedimage1576565006164v3.png

    2.Set the trigger to "Process changes" and click on "select" and select "modified on".

    pastedimage1576565074508v4.png

    3.Set the filter and add the update action.

    pastedimage1576565128960v5.png

    4.Save and Active.

    b.You could still use workflow but with workflow tools(custom workflows)

    https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Set%20Process%20Stage.md

    c.You could also use JS code to set active stage in BPF.

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-data-process/activestage/setactivestage

    Hope it helps.

    Best Regards,

    Leo

  • AKSHAY AURADKAR B Profile Picture
    AKSHAY AURADKAR B 203 on at

    Hello Leo Zhang

    Thanks for your reply

    I am trying the method you suggested but in entity workflow ---> entity I am not getting the activated BPF

    kindly help

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    Could you find other BPF in the entity list? Could you kindly share some screenshot?

    Best Regards,

    Leo

  • AKSHAY AURADKAR B Profile Picture
    AKSHAY AURADKAR B 203 on at

    1st.png

    2nd.png

  • AKSHAY AURADKAR B Profile Picture
    AKSHAY AURADKAR B 203 on at

    pastedimage1576657495307v1.png

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    Thanks for your sharing.

    Please chekc the following points.

    1.Does your BPF in the solution you are working on?

    2.Did you try to add the bpf to UCI in app designer and try again.

    3.Make sure your BPF is not only for UCI.

    About this point I did a test in my instance, I created two custom BPF, one is for classic and another is for UCI, and I could only fint the classic BPF in entity list when I create the workflwo.

    pastedimage1577090513028v2.png

    pastedimage1577090488229v1.png

    Hope it helps.

    Best Regards,

    Leo

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