Amazing video. I've watch a few dozen videos on how to use power automate and business process flow and this one is by far the most basic, easy understanding and yet complete video i found. Thank you.
This is great! You might know the answer to a question I've had forever. Around 16:20 into your video you run the flow and watch Processing change to Succeeded (and thanks so much for the cloud flow on how to do that. I had never done that and now I do, thanks to you!). BUT my question is and always has been - there MUST be a way to then grey out that run flow button after it's been done, or to have it disappear. Or to only allow "run flow" buttons to be clicked when they're in the active stage. From watching this video I have two potential ideas to toy with - using a multi-table BPF (as it seems as though the other table ones are locked when not at their stage) or using if-then logic to hide/bypass stages until conditions are met. Neither are anywhere close to ideal, but it's the first solid leads I've had in awhile. If you know of any ways PLEASE let me know, and thanks again!
"there MUST be a way to then grey out that run flow button after it's been done, or to have it disappear. Or to only allow "run flow" buttons to be clicked when they're in the active stage." -> There isn't a feature that allows you to do this currently in the user interface when building your business process flow 🥲, it does exist as an idea which you can vote for - ideas.powerapps.com/d365community/idea/8378bfc9-1eaf-49cb-b840-6fb7c9a0944b. I did a quick search online and seems like couple of others in the community asked for a solution but no one has come up with a suggestion - community.dynamics.com/forums/thread/details/?threadid=4e580ce9-336f-ee11-8df0-00224827ed84 and community.dynamics.com/forums/thread/details/?threadid=c51db755-c3f2-43d4-a3a2-9ad7a48a2da8
Great videos! The little success update trick in process log was helpful. In my scenario I've been looking for an end-to-end example of Opportunity to Project promotion similar to Lead to Opportunity qualification/promotion and I'm surprised there isn't a full guide on that scenario as I believe the use case is common. I'm looking for a clean way to complete my Opportunity stage, create new Project row using some existing values from Opportunity (topic, customer), then finally move the user into the next stage and onto the Project page, and have the BPF connected nicely across both entities.
Great video! For each stage in the business process flow, can we assign an individual user or team that can action the stage? Is it also possible to limit the visibility of a stage to only the allocated team/user
There's only one field called "Owner" for each row in Dataverse. Each step you see in a stage is determined by an existing field in the Dataverse table. One option is to update the Owner field with the relevant user or team to action the stage, this would act as the "assignee" for the stage.
Hi, and thanks for the great video. Question: Is having more than one business process flow [BPF]on the same entity possible? Just so you know, I have created two BPFs to cover the work on two separate sub-stages. BPF 1 covers triage workloads and BPF 2 covers core case management tasks. All the data views I have created only show BPF1. Where in Power Apps can you control and define how the user can see BPF 2?
Hi @JohnAckery in the solution that your model-driven app lives in, select the "Apps" object and select your model-driven app. Then select the ellipsis icon (. . .) and then switch to classic. You'll should see Business Process Flow box, select it and tick your second business process flow. Then you need to update the security role for the users to be able to see/access the second business process flow, take a look at 07:53 - Assign a security role to a BPF
@@ElaizaBenitez Hi Elaiza, Thanks for the update. To move a record from one BPF1 to BPF2, do we need to set a status column to control/define records transition from 1 to 2?
Is it possible in a Model Driven App to display data with logic to it? Let's say I have a table that has a list of items (with multiple entries of the same item) and quantities. I want to group that list up by the item and sum up the quantities. Can a Model Driven App display that? Asking because I want to use the Business process flow for a review/approval business process, but the data is not yet aggregated and I need to aggregate the data for review and I don't want to start that aggregated data so ideally the app would handle that logic (I can do this with Canvas but everything else I need is an out of the box function for Model Driven App so I'm using Canvas purely for the logic at the moment). Any thoughts?
bit of a long shot here, I am trying to get the cloud flows up and running but when someone other than a system administrator looks at business process flow, it will not show the status of the cloud flow run. Would they need system administrator privileges to see this?
Figured it out - you need to give read privileges to the System Jobs table in customization for the security role that you made for the model-driven app.
Hi @benmoloney9539 in the video description you can find a link to the corresponding blog post including the steps of what I outline in the video. I provide both a video and blog post for each episode to accommodate those who prefer reading than watching, and also for viewers who have troubles following along with the video. You can also search for other UA-cam videos that cover business process flows that have a pace that's more suitable for you.
This is what I needed! Really didn't know how to get started with this
This was very helpful. Especially the step to update the 'Process log' table for the cloud flow
This is a fantastic guide, thank you!
Amazing video. I've watch a few dozen videos on how to use power automate and business process flow and this one is by far the most basic, easy understanding and yet complete video i found.
Thank you.
This is a Master Piece.... Thanks for sharing
Really up to the point presentation!
This is great! You might know the answer to a question I've had forever. Around 16:20 into your video you run the flow and watch Processing change to Succeeded (and thanks so much for the cloud flow on how to do that. I had never done that and now I do, thanks to you!). BUT my question is and always has been - there MUST be a way to then grey out that run flow button after it's been done, or to have it disappear. Or to only allow "run flow" buttons to be clicked when they're in the active stage. From watching this video I have two potential ideas to toy with - using a multi-table BPF (as it seems as though the other table ones are locked when not at their stage) or using if-then logic to hide/bypass stages until conditions are met. Neither are anywhere close to ideal, but it's the first solid leads I've had in awhile. If you know of any ways PLEASE let me know, and thanks again!
"there MUST be a way to then grey out that run flow button after it's been done, or to have it disappear. Or to only allow "run flow" buttons to be clicked when they're in the active stage." -> There isn't a feature that allows you to do this currently in the user interface when building your business process flow 🥲, it does exist as an idea which you can vote for - ideas.powerapps.com/d365community/idea/8378bfc9-1eaf-49cb-b840-6fb7c9a0944b. I did a quick search online and seems like couple of others in the community asked for a solution but no one has come up with a suggestion - community.dynamics.com/forums/thread/details/?threadid=4e580ce9-336f-ee11-8df0-00224827ed84 and community.dynamics.com/forums/thread/details/?threadid=c51db755-c3f2-43d4-a3a2-9ad7a48a2da8
to helpful thank you so much
Love love love xx
Great videos! The little success update trick in process log was helpful. In my scenario I've been looking for an end-to-end example of Opportunity to Project promotion similar to Lead to Opportunity qualification/promotion and I'm surprised there isn't a full guide on that scenario as I believe the use case is common. I'm looking for a clean way to complete my Opportunity stage, create new Project row using some existing values from Opportunity (topic, customer), then finally move the user into the next stage and onto the Project page, and have the BPF connected nicely across both entities.
Great video! For each stage in the business process flow, can we assign an individual user or team that can action the stage? Is it also possible to limit the visibility of a stage to only the allocated team/user
There's only one field called "Owner" for each row in Dataverse. Each step you see in a stage is determined by an existing field in the Dataverse table. One option is to update the Owner field with the relevant user or team to action the stage, this would act as the "assignee" for the stage.
Is the flow step really in Preview (and not GA) or its just the name since it gives a preview on the BPF.
Hi, and thanks for the great video. Question: Is having more than one business process flow [BPF]on the same entity possible? Just so you know, I have created two BPFs to cover the work on two separate sub-stages. BPF 1 covers triage workloads and BPF 2 covers core case management tasks. All the data views I have created only show BPF1. Where in Power Apps can you control and define how the user can see BPF 2?
Hi @JohnAckery in the solution that your model-driven app lives in, select the "Apps" object and select your model-driven app. Then select the ellipsis icon (. . .) and then switch to classic. You'll should see Business Process Flow box, select it and tick your second business process flow. Then you need to update the security role for the users to be able to see/access the second business process flow, take a look at 07:53 - Assign a security role to a BPF
@@ElaizaBenitez Hi Elaiza, Thanks for the update. To move a record from one BPF1 to BPF2, do we need to set a status column to control/define records transition from 1 to 2?
Is it possible in a Model Driven App to display data with logic to it?
Let's say I have a table that has a list of items (with multiple entries of the same item) and quantities. I want to group that list up by the item and sum up the quantities. Can a Model Driven App display that?
Asking because I want to use the Business process flow for a review/approval business process, but the data is not yet aggregated and I need to aggregate the data for review and I don't want to start that aggregated data so ideally the app would handle that logic (I can do this with Canvas but everything else I need is an out of the box function for Model Driven App so I'm using Canvas purely for the logic at the moment).
Any thoughts?
My flow does not want to activate 😒
bit of a long shot here, I am trying to get the cloud flows up and running but when someone other than a system administrator looks at business process flow, it will not show the status of the cloud flow run. Would they need system administrator privileges to see this?
Figured it out - you need to give read privileges to the System Jobs table in customization for the security role that you made for the model-driven app.
@@DontOvercomplicateItSimplifyIt glad you found the answer to your question, apologies for the delay in responding
You got too fast! I can't keep up
Hi @benmoloney9539 in the video description you can find a link to the corresponding blog post including the steps of what I outline in the video. I provide both a video and blog post for each episode to accommodate those who prefer reading than watching, and also for viewers who have troubles following along with the video. You can also search for other UA-cam videos that cover business process flows that have a pace that's more suitable for you.