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Dosjots
Frequent Visitor

Business process flow general questions

Hi all,

A few general questions on BPFs please.

I'd like to have an entity whereby the BPF associated with it is not automatically begun when a new record is created for the entity but rather based on a data condition for the entity.  Automatically beginning the BPF when a new record is created seems to be the default behavior.  Any options for that configuration?

Can a BPF invoke another BPF (parent/child PBFs) or are these independent, linear flows?  

Thanks much!

1 ACCEPTED SOLUTION

Accepted Solutions
RezaDorrani
Dual Super User II
Dual Super User II

Hi @Dosjots 

 

I do not believe you an conditionally trigger BPF

You can have multiple BPF's and decide which one is the default though

You cna also define secuirty roles for BPF's - hence users with a particular security role will only be able to use that BPF

 

A BPF can call other workflows 

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/business-process-flows-ov...

 

Regards,

Reza Dorrani

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

 

View solution in original post

2 REPLIES 2
RezaDorrani
Dual Super User II
Dual Super User II

Hi @Dosjots 

 

I do not believe you an conditionally trigger BPF

You can have multiple BPF's and decide which one is the default though

You cna also define secuirty roles for BPF's - hence users with a particular security role will only be able to use that BPF

 

A BPF can call other workflows 

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/business-process-flows-ov...

 

Regards,

Reza Dorrani

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

 

View solution in original post

maik_seyring
Frequent Visitor

Hi,

I know this is an older topic but:

We have the same situation. And I think this is a common use case, that a Business Process Flow shall not be created on record creation but on conditions or when the user starts it manually. 

There was actually a way to control BPF creation

https://cloudblogs.microsoft.com/dynamics365/it/2017/10/03/handling-business-process-flows-bpfs-on-r...

and it seemed a small plug-in was able to handle this

https://www.itaintboring.com/dynamics-crm/skipping-process-initialization-on-create/

But those posts are from 3 years ago and the processId field on records is now deprecated. At least for me the plug-in did not work.

Has anyone another way to prevent the creation of a BPF along with record creation? 

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