In Dynamics 365, Business Process Flow is a tool that gives visual representations of processes. The heading across the top of an entity form displays them. It is only supported till stage dialogue box is open. We can interact with it by using pre-defined fields within pre-defined stages.
The stages must move automatically in response to the status of the system. Rather than requiring the user to manually click the button to advance to the next stage, the stage of the work order should be transferred to the defined stage automatically.
This article will improve our understanding of BPF and help us meet any business requirements, such as automating its stage movement.
We can achieve this by using process to automatically move it when the field changes.
Steps for navigating the automated BPF:
Advanced Settings -> Solution (in which changes are required to be made) in which it is required to make modifications.
In solution, select processes and create a new process (in this scenario we are using background workflow).
Select Category -> Workflow and select BPF entity from the list.
Set scope as required from the list and set start when-> record fields change.
Select a field on which BPF is expected to move.
Click on Add Step -> Check Condition
Click on condition and set a condition.
Add another step related to the first step (update record).
In update record, select option set properties.
Active Stage -> select business process flow stage which needs to be updated.
Save & Activate the business process flow.
When the system status (option set) changes, the business process flow will update to the new value.
The business process flow will update to the new value when the system status (option set) changes.