Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

BPF Directions

Jump to Best Answer
  • 1.  BPF Directions

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Hello,

    I created a BPF in my Dynamics 365 on premise solution. In one stage, I added a workflow with trigger "Stage Exit" (as shown below). However the problem is that the workflow is triggered when clicking both "Next" and "Previous", while I was expecting only when "Next" button clicked. How do I limit this? One option is call the workflow in OnStageChange event, but it would create a lot extra work. I wonder if there is a more direct way to determine the move direction?

    Thank you very much,
    Junbin Duan



    ------------------------------
    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
    ------------------------------


  • 2.  RE: BPF Directions
    Best Answer

    TOP CONTRIBUTOR
    Posted 8 days ago
    On the Claim entity, create a "Current Stage" field that holds the name of the BPF stage. Then when your workflow runs, you can compare the new BPF stage and prior value to tell which direction the user is navigating, and finish the workflow by updating the Current Stage field.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------



  • 3.  RE: BPF Directions

    SILVER CONTRIBUTOR
    Posted 4 days ago
    ​Hi Nelson,

    Thank you for the advice. I just found a solution is similar to yours. I created workflows triggered by active stage changes of the related BPF entity and ​created a claim status field (kind of previous stage). It works to me well.

    Thank you again,

    ------------------------------
    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role