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dynamics-crmworkflowdynamics-crm-2016

Is it possible to create a task using workflow on particular stage move in the business process flow in dynamic crm 2016?

I have added new stages to Sales stage option sets which are used in the business process flow for Opportunity.

Is it possible to create a task using workflow only when we move to a particular stage (i.e."Develop") in the business process flow?

Solution

  • Yes, it is possible to trigger a workflow when the stage in a Business Process Flow changes.

    A Business Process Flow has fields called ProcessId and StageId. ProcessId is the GUID of the BPF, while StageId is the GUID of the stage in the BPF. In the UI StageId is called Process Stage.

    You can register a workflow to Start when: Record fields change and select Process Stage. At the beginning of the workflow, add a Check Condition step and see whether Process Stage (Process Stage) -> Process Stage Name equals "Develop".