Customer Engagement & Dynamics CRM Forum

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BPF Directions

  • 1.  BPF Directions

    Posted 5 days ago

    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

    Posted 2 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.'
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me!

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