19 Aug 2021
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I believe the easiest way (as you've already setup a Business Process Flow) would be using the workflow. When you create a BPF, an associated entity is also created. We can setup a workflow based on this entity and update the stages during changes or when the BPF is first applied (on creation of the associated entity, unless this is a multi-flow setup).
In the steps of the workflow, I would replicate your BPF requirements (ie. if the requirement to go from stage 1 to 2 is the Case title containing data, replicate this condition in the workflow). Once your conditional(s) is/are in place, you can then look to update the stage of the BPF in the next step of the workflow, as long as the conditions are met.
Ensure you run this workflow as a Background Workflow. Otherwise, you will not be able to watch for process changes on the data fields from the entity that the BPF is associated to (Case, in your situation).
If you have any questions or need help implementing the workflow, feel free to reach out to support at firstname.lastname@example.org or join one of our daily Q&A sessions.
All the best,
TPC Application Consultant
Last modified on 07 Oct 2021 20:10 by Brady Ward