Multiple Business Process Flows

In the previous step, you looked at stages and steps. Stages allow the user to track their progress. There are three kinds of steps in these stages: Data steps, Workflows and Action steps. Now you will learn how this applies to multiple business process flows.

Switching

Only one business process flow is visible on a record at a time, but multiple processes can run concurrently.

If the user switches between processes, they will resume their work on the stage of the business process flow that was active when the process was switched. Any user visiting the record will see the currently active business process flow and has the option to switch to another process.

Since multiple users may be using different business process flows on the same record in a short amount of time the users may need to switch back and forth to their needed process. There can be up to 10 active processes for an entity.

Set Process Flow Order

When you have more than one business process flow for an entity (record type), you’ll need to set which process is automatically assigned to new records. In the command bar, select order process flow.

For new records or records that do not already have a process flow associated, the first business process flow that a user has access to is the one that will be used. Although there may be multiple business process flows activated for the entity, the user will only see the business process flows allowed by their security role.

Reporting

Every instance of the business process is recorded as a record in the custom entity named after the business process flow. The majority of the data comprised in the business process is visible on the related records. The custom entity is used in reporting for data such as the active stage and when it was started.