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Unable to add Workflow to Business Process Flow in UI

  • 1.  Unable to add Workflow to Business Process Flow in UI

    Posted 21 days ago
      |   view attached
    We have transitioned our Sandbox to the Unified Interface and I'm working on a custom Business Process Flow for Orders.  The option to add a Workflow is missing from the Components.  How do I correct this so I can add a Workflow to the BPF?

    Thank you in advance

    Workflow is missing from Composition Options in BPF


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    Barbara Forsman
    Senior Analyst
    NebraskaLink
    Lincoln NE
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Unable to add Workflow to Business Process Flow in UI

    SILVER CONTRIBUTOR
    Posted 20 days ago
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    Hi @Barbara Forsman,

    Workflows are not available as a component in itself in a Business Process Flow. Instead, you can add a workflow at the entry or exit of a stage. If you expand a stage, you'll see this option at the bottom to add a workflow at entry or exit. Workflows cannot be triggered any other way in a BPF, and those you add must be enabled for on-demand runs and created on the same entity as the current stage.

    However, actions can be added as steps of a stage that a user can activate manually by clicking an Execute button which is added in the UI for the stage. Flows from Power Automate can also be used ​​​on-demand as a Flow Step if the flow trigger is used in the CDS (current environemnt) connector.

    Having said all that, I realize your options are somewhat different than mine. Are you using Customer Engagement v9+ online?

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    Chad Althaus
    Bray International, Inc.
    Houston TX
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Unable to add Workflow to Business Process Flow in UI

    Posted 20 days ago
    I found a blog post that walked me through the process successfully.

    Thank you!

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    Barbara Forsman
    Senior Analyst
    OPTK Networks
    Lincoln NE
    ------------------------------

    Academy - Online Interactive Learning from Experts


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