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Can a BPF start with a condition?

  • 1.  Can a BPF start with a condition?

    SILVER CONTRIBUTOR
    Posted May 22, 2020 09:57 AM
    We, unfortunately (I inherited this when I started), have a BPF whose first stage contains 15 fields.  There can be one of seven business rules that can be executed when the opportunity loads that will show and hide combinations of these fields based on different conditions.  I believe a BPF cannot start with a condition.  Does anyone have an idea on how to streamline this process?

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    William Zukas
    Qosina Corp
    Ronkonkoma NY
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Can a BPF start with a condition?

    TOP CONTRIBUTOR
    Posted May 23, 2020 11:57 PM
    Correct, a BPF cannot start with a condition. I am not sure I can offer more options to streamline a process without understanding what you are trying to accomplish. Can you provide more details?

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    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/
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Can a BPF start with a condition?

    TOP CONTRIBUTOR
    Posted May 25, 2020 01:48 PM
    Hi @William Zukas,

    A BPF cannot start with a condition. But you can conditionally start or switch to another BPF. As @Nelson Johnson said, I would want to understand your business need before recommending this because there is usually a simpler way to get things done. BUT, if you'd like to try it, the process can be done with JavaScript, I believe the command will look something like this:

    if (formContext.getAttribute("name").getValue() == "BPF2" && formContext.data.process.getActiveProcess().getId().toUpperCase() != strGUIDofBPF2), formContext.data.process.setActiveProcess(strGUIDofBPF2);

    The above was me fat-fingering it. Check out this article for more info: https://community.dynamics.com/365/unified-interface/f/unified-interface-forum/376139/setactiveprocess-javascript-function-not-switching-enabled-business-process-flows-on-case-entity?pifragment-106147=1#responses
    ​​​

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    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Can a BPF start with a condition?

    TOP CONTRIBUTOR
    Posted May 28, 2020 09:01 AM
    I'm not sure if this will help, but we have a scenario where it would be ideal if the BPF could start with a condition.  The way I handled it was to put a single field in the first stage - that field is the Opportunity type and that field is also the first required field on the form.  So, my BPF branches different ways depending on the opportunity type chosen.  When the user creates a new opportunity, the first thing they do is select the opportunity type on the form, which, in turn, completes that first stage of the BPF and the appropriate branch of the BPF instantly appears.  So the user is never actually interacting with that first stage of the opportunity - they finish filling in the f orm and then work their way through the rest of the stages.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Can a BPF start with a condition?

    SILVER CONTRIBUTOR
    Posted May 28, 2020 01:26 PM
    Are all options possible for all users?
    IF not, you could potentially create streamlined BPFs for each version, and use security roles to determine which is used.


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    Jamie Hirst
    https://thatqueer365guy.uk
    Functional Consultant
    Hirst Dynamics
    Stockport
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Can a BPF start with a condition?

    Posted Jun 04, 2020 03:43 AM
    Hi Will,

    We could possibly have a field on the form and based on the field's value, we could render the BPF if showing/hiding the BPF is what you would want. But otherwise Jill's suggestion also works well, I think!!

    Regards,
    Bala S

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    Balachandar Swaminathan
    Maxim Integrated Products, Inc.
    San Jose
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Can a BPF start with a condition?

    SILVER CONTRIBUTOR
    Posted 2 days ago
    I would like to thank all those contributing their ideas to this posting.  We ended up restructuring the first stage taking out a majority of the fields and placing them in subsequent stages along the flow.  The original intent was to limit the amount of stages the CSR's had to click through, hence the front loading of field on the first stage.  All is working fine now and the business users are happy.  Thanks again.

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    William Zukas
    Qosina Corp
    Ronkonkoma NY
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    Academy - Online Interactive Learning from Experts


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