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Arioule
Helper III
Helper III

How to add a Business Process Flow Stage Column into a Entity View

Hi,

 

I have implemented a Business Process Flow associated to my custom entity "Project".
It consists of 3 stages (Stage 1, Stage 2, Stage 3).

I would like to create a custom Entity View where for each Project Record we can see its current Business Process Flow Stage.

 

How can I achieve that ?

 

Thanks

Arioule

1 ACCEPTED SOLUTION

Accepted Solutions

for your business process flow you will have an entity with the same name as your BPF.

So say your process flow is called "Sales Process" you will have an entity called Sales Process there as well.

 

So make a view of that entity.

 

for example, from my opportunity sales process, I have a field for opportunity and active stage.

jlindstrom_0-1595962772510.png

 

View solution in original post

2 REPLIES 2

for your business process flow you will have an entity with the same name as your BPF.

So say your process flow is called "Sales Process" you will have an entity called Sales Process there as well.

 

So make a view of that entity.

 

for example, from my opportunity sales process, I have a field for opportunity and active stage.

jlindstrom_0-1595962772510.png

 

View solution in original post

Hi @jlindstrom ,

 

Thanks a lot for your help,

 

Arioule

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