To add a branching condition:ĭrag the Condition component from the Components tab to a + sign between two stages. Select Required if people must fill in the field to complete the step before moving to the next stage of the process.Īdd a branch (condition) to the process. If you want users to enter data to complete a step, select the appropriate field from the drop-down list. Select the step, and then set properties in the Properties tab:
To add more steps:ĭrag the Step component to the stage from the Components tab. To see the steps in a stage, select Details in the lower-right corner of the stage. When you're done changing properties, select the Apply button.Īdd steps to a stage. The category (such as Qualify or Develop) appears as a chevron in the process bar. If desired, select a category for the stage. To set the properties for a stage, select the stage, and then set the properties in the Properties tab on the right side of the screen: If your users will progress from one business stage to another in the process:ĭrag a Stage component from the Components tab and drop it on a + sign in the designer.
The new process is created, and the business process flow designer opens with a single stage already created for you.Īdd stages. You cannot change this after you save the process. If you don’t find the entity you want, make sure the entity has the Business process flows (fields will be created) option set in the entity definition. The entity you select affects the fields available for steps that can be added to the first stage of the process flow. In the Entity list, select the entity you want to base the process on. You cannot change the category after you create the process. In the Category list, select Business Process Flow. The name of the process doesn’t need to be unique, but it should be meaningful for people who need to choose a process. In the Create Process dialog box, complete the required fields:Įnter a process name. On the left navigation pane, select Processes. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
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To find out how to add ready-to-use business process flows, see Add ready-to-use business processes. Add them to your system and use as is, or modify them to fit your business needs. When a user starts a business process flow, the stages and steps of the process are displayed in the process bar at the top of a form:ĭynamics 365 Customer Engagement (on-premises) comes with several ready-to-use business process flows for common business scenarios. For information on creating a mobile task flow, see Create a mobile task flow. To learn more about why you use business process flows, see Business process flows overview. This topic shows how to create a business process flow with Dynamics 365 Customer Engagement (on-premises). If you are an online user, see Create a business process flow to standardize processes in the Power Automate docs. This topic applies to Dynamics 365 Customer Engagement (on-premises).
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