How to Create a CRM Business Process Flow that References a Different Entity of the Same Type

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Posted on by Daryl LaBar

500 Most Valuable Professional

I have a custom job entity in CRM 2016. It has a relationship to itself (Post-Completion Job). So basically if I know that a process will require 2 "jobs", I create the 2 jobs, and assign the Post Completion job to link the first job to the second.

I wanted to create a Business Process Flow that contained these two jobs. The use would schedule the first job, then go to the next stage which is the dependent job, and schedule that one (with JS/Business Rules to ensure that the second job is scheduled after the first one is completed)

I thought it would be as simple as creating two stages, and setting the second stage's relationship to use the Post Completion Job relationship, but when I attempt to do this, I'm unable to select any relationships:

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The Modal that pops up just says: "There are not Stages that you have to select relationships for."

Is what I'm attempting even possible? If so, what am I doing wrong?

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Daryl LaBar 500 Most Valuable Professional on at

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RE: How to Create a CRM Business Process Flow that References a Different Entity of the Same Type

This is not possible, here is David Mochrie's suggestion on the CRMIdeas site if anyone finds this and wants to encourage MS to make this change in the future.
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PS 23,577 on at

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RE: How to Create a CRM Business Process Flow that References a Different Entity of the Same Type

Unfortunately, its not possible. Business Process Flow can show/create new records for cross-entity but not for same entity.
Daryl LaBar 500 Most Valuable Professional on at

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RE: How to Create a CRM Business Process Flow that References a Different Entity of the Same Type

Can you link to the Issue so we can all upvote it? :)
David Mochrie on at

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RE: How to Create a CRM Business Process Flow that References a Different Entity of the Same Type

I raised this on MS Connect in 2014. It seems it hasn't been addressed yet.