£199.99 £139.99 for one year of Unlimited learning. Offer ends on 14 November 2022 at 23:59 (UTC). T&Cs apply

Find out more
Multiple Business Process Flows
Skip main navigation

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.

Screenshot showing how to switch a process

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.

Screenshot of selecting 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.

Screenshot of example of process flow order

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.

Screenshot of example of record in the custom entity named after the business process flow

This article is from the free online

Dynamics 365: Working with Power Platform Automation

Created by
FutureLearn - Learning For Life

Our purpose is to transform access to education.

We offer a diverse selection of courses from leading universities and cultural institutions from around the world. These are delivered one step at a time, and are accessible on mobile, tablet and desktop, so you can fit learning around your life.

We believe learning should be an enjoyable, social experience, so our courses offer the opportunity to discuss what you’re learning with others as you go, helping you make fresh discoveries and form new ideas.
You can unlock new opportunities with unlimited access to hundreds of online short courses for a year by subscribing to our Unlimited package. Build your knowledge with top universities and organisations.

Learn more about how FutureLearn is transforming access to education