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D365Ideas_Admin

Automate 'Business Process Flow' 'Stages'

Submitted by on โ€Ž02-04-2019 07:01 AM
Author Name: Joe Woltering

There should be the ability to move the stages of a business process flow automatically based on entering of data in required fields.

e.g. I want to move the flow from Stage 1 to Stage 2 when fieldA is populated with value of X

Expecting users to manually advance stages is dumb and counter-intuitive to what CRM is all about.

Status: Under Review
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5 Comments (5 New)
Comments
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 07:01 AM
Status changed to: Under Review
 
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 12:12 PM
At the very least, please provide a supported way to do this using Workflows (real-time or otherwise, but synchronous seems the most obvious choice to use)
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 12:12 PM
Hi Joe, Thank you for your feedback. This is a great suggestion and we will consider this in our roadmap. Regards, Karan
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 12:16 PM
In general, Workflow steps to switch to any process and any stage would be good (as requested before), but this might depend on the stages not being changed (just as with any process that references another record). Maybe a step to move to the next stage of whatever the current process is would be good, and of course the ability to use conditions to find out the current process flow and stage.
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 01:09 PM
we should also be able to have a Jscript API and Webresources on the BPF