If you hide a field in a form, that field will also be hidden in the business process flow control. If the automation is applied by a real-time workflow, the changes will be immediately visible to the user when the data in the form is refreshed after the record is saved.Īlthough the business process flow control in the form does not provide any direct client-side programmability, changes applied by business rules or form scripts are automatically applied to business process flow controls. Any workflows that are initiated by changes to fields included in a business process flow will be applied when the data in the form is saved. Steps can be added that set values for fields that are not present in the form and these fields will be added to the Client API object model used for form scripts. When you or your user enters data using business process flows, the data changes are also applied to form fields so that any automation provided by business rules or form scripts can be applied immediately. More information: Add ready-to-use business processes.īusiness process flows integrated with other customizations There are a number of ready-to-use business process flows available. However, when you combine them with other processes and customizations, they can play an important role in saving people time, reducing training costs, and increasing user adoption. This is commonly called ”stage-gating”.īusiness process flows appear relatively simple compared to other types of processes because they do not provide any conditional business logic or automation beyond providing the streamlined experience for data entry and controlling entry into stages. You can make a step required so that people must enter data for the corresponding field before they can proceed to the next stage. People advance to the next stage by using the Next Stage button. Each step represents a field where data can be entered. With business process flows, you define a set of stages and steps that are then displayed in a control at the top of the form.Įach stage contains a group of steps. Each record is associated with a data record (such as an Account, Contact, Lead, or Opportunity) and in case of cross-entity processes, with a data record for each participating entity. For service groups, business process flows can help new staff get up-to-speed more quickly and avoid mistakes that could result in unsatisfied customers.Ī business process flow definition is represented as a custom entity and an instance of a process is stored as a record within that entity. You can configure business process flows to support common sales methodologies that can help your sales groups achieve better results. Business process flows reduce the need for training because new users don’t have to focus on which entity they should be using. These steps provide a visual indicator that tells people where they are in the business process. Use business process flows to define a set of steps for people to follow to take them to a desired outcome. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. Watch a short video (4:49) about business process flows.īusiness process flows provide a guide for people to get work done. To learn how to create or edit a business process flow, see Create a business process flow. Business process flows use the same underlying technology as other processes, but the capabilities that they provide are very different from other features that use processes. For example, you might want to create a business process flow to have everyone handle customer service requests the same way, or to require that people get approval for an invoice before submitting an order. You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow. If you are an online user, see Business process flows overview in the Power Automate docs. This topic applies to Dynamics 365 Customer Engagement (on-premises).
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