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Creating a Business Process Flow for Opportunity

  • 1.  Creating a Business Process Flow for Opportunity

    TOP CONTRIBUTOR
    Posted 3 days ago
    This is my first time trying to create a business process flow and I can't figure out what step I am missing. It is a bit confusing, or maybe because I don't get the opportunity to create enough of them!

    I have 3 fields in my opportunity screen. Basically the rule I need is: If Service = X and Reseller = Yes then Reseller % must be populated.
    I have set up the first condition of If Services = and Reseller = but I can't figure out how to get the THEN logic to appear.
    I keep getting an error that my process contains empty branches. I don't know what that means. Also, the service and reseller fields are mandatory. I only need a rule for the reseller % to be populated if the other two rules above are met. If no reseller than user can bypass field.

    I guess I don't understand what component to use next.



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    Heather L
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  • 2.  RE: Creating a Business Process Flow for Opportunity

    Posted 3 days ago
    Hi Heather,
    If it were me i would add a business rule to the Opportunity entity with a scope of "Entity" and have that business rule control the visibility and whether the field is required. If you place that field in your business process flow it will show and appear only when necessary and prevent people from moving to the next stage until they submit data. You won't find that component in the business process flow editor, however. Hope this helps.

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    Ty
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  • 3.  RE: Creating a Business Process Flow for Opportunity

    TOP CONTRIBUTOR
    Posted 3 days ago
    Ty has the right of it.  The condition you're trying to create would be to manage an entire STEP in a process flow, not a field.  For example, if you had a three step flow, and depending on how step 1 was filled out, you wanted to skip right to step 3, that's what the condition you're building is doing.  And the reason it's complaining about a branch is because there needs to be an alternate step to the outcome, such as going right to step 3, or branching the flow to another set of steps.

    Also, with the current updates, BPFs can be treated like entities, which means that you can run workflows on them directly, if you need.  For one customer, we use this workflow to cancel BPFs for non-customer accounts, since they don't need a customer creation process for partner accounts, as an example.

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    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
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  • 4.  RE: Creating a Business Process Flow for Opportunity

    TOP CONTRIBUTOR
    Posted 3 days ago
    you guys are awesome- thank you! He sent me a YouTube link and I was able to locate the correct way to set this up! I kept googling it and was being told to go under Processes and that's why I wasn't seeing the IF/THEN options. This was much easier creating after I went to the right spot! ha. thank you both! I appreciate your feedback and help!

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    Heather L
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