HI Elaiza - Thanks for these awesome videos. I have a scenario that this really helped with. Quick Question: How did you make the buttons in the Model Driven App? "Pending, Approved, Declined"? Is that an embedded Canvas App?
Hi @Michael De Abreu, sorry for the late reply. It's an option set field/column with the Option Set custom control enabled on the form - docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/use-custom-controls-data-visualizations You need to switch to classic within the solution as you won't be able to configure the custom control in the modern maker experience. Try it out. Happy learning 🤗
@@ElaizaBenitez thanks so much! Been making Canvas apps for over 3 years and just dived into Model driven apps for the first time. Thanks for the reply!
@@michaeldeabreu2020 There is a course that teaches how to create model-driven apps that may be handy for you - 365.training/Courses/Detail/zerotomodeldriven
@@ElaizaBenitez Thank you so much will definitely take a look. Just curious, why choose flow over the internal process under the solution for this? Is flow just an alternative or is there a reason you went with flow over the workflow/process method?
If you review my blog post I explain in detail the method of this cloud flow. When you want to move between stages programmatically there's a field/column called Traversed Path that needs to be updated with the stage IDs. This isn't possible with Dynamics 365 workflows classic and is possible with code using a plugin. Cloud flow is an option when you don't want to use code. Today end users can move to and from stages in the model-driven app but that's a manual process, not an automated process. I hope this makes sense and thank you for visiting my RUclips channel 🙂
Great video. I excited to put into practice. After creating a business process flow where can I fond the Application WTF? I don't see it in my solutions section.
Hi Benitez, Please make video/ Article regarding how to Automatically Switch or Change Business Process Flow one to another using Microsoft Power Automate.
Hi @vitaliyb.2052 you would need to create a new column in the Dataverse table, add the column to your form of your table and populate it with the BPF stage name based on your criteria logic. The BPF stage name would be from the associated entity/table that was created in association to when you initially created your BPF.
@@ElaizaBenitezmy BPF logic is not linear, it is branched. Is it not possible without creating an additional column and duplicating the names of the BPF somehow to extract the names of the stages from the BPF?
@@vitaliyb.2052 At the moment I can't think of another option as the relationship from the primary dataverse table to the BPF dataverse table is 1:N so there needs to be some type of automation/code that will retrieve the current active stage name and display it on the form
I can't replicate this...using the new connector "Common Data Service (current environment)" and the Apply to Each keeps getting applied automatically even when I use the Parse JSON action...are you able to get this to work with the new connector?
Hi Michael, For the Apply To Each that appears, make sure you use the first function in your expression within the Parse JSON actions. In the final update action, the schema name is to be used as plural. For example the Active Stage field will be processstages(id).
HI Elaiza, i love this idea of combining the BPF and the Portal, but can i ask how do you get the green indicator for the external approval status directly on the form? at this point in the video ruclips.net/video/lcObthN7UGk/видео.html
HI Elaiza - Thanks for these awesome videos. I have a scenario that this really helped with. Quick Question: How did you make the buttons in the Model Driven App? "Pending, Approved, Declined"? Is that an embedded Canvas App?
Hi @Michael De Abreu, sorry for the late reply. It's an option set field/column with the Option Set custom control enabled on the form - docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/use-custom-controls-data-visualizations
You need to switch to classic within the solution as you won't be able to configure the custom control in the modern maker experience. Try it out. Happy learning 🤗
@@ElaizaBenitez thanks so much! Been making Canvas apps for over 3 years and just dived into Model driven apps for the first time. Thanks for the reply!
@@michaeldeabreu2020 There is a course that teaches how to create model-driven apps that may be handy for you - 365.training/Courses/Detail/zerotomodeldriven
@@ElaizaBenitez Thank you so much will definitely take a look. Just curious, why choose flow over the internal process under the solution for this? Is flow just an alternative or is there a reason you went with flow over the workflow/process method?
If you review my blog post I explain in detail the method of this cloud flow. When you want to move between stages programmatically there's a field/column called Traversed Path that needs to be updated with the stage IDs. This isn't possible with Dynamics 365 workflows classic and is possible with code using a plugin. Cloud flow is an option when you don't want to use code. Today end users can move to and from stages in the model-driven app but that's a manual process, not an automated process. I hope this makes sense and thank you for visiting my RUclips channel 🙂
Great video. I excited to put into practice. After creating a business process flow where can I fond the Application WTF? I don't see it in my solutions section.
Hi Chaim, the Application entity is a custom entity I created. It is not an out-of-the-box entity.
Hi Benitez, Please make video/ Article regarding how to Automatically Switch or Change Business Process Flow one to another using Microsoft Power Automate.
Can you repeat this with the new CRM/Power Apps?
Hi @Shon Swiggins I'm not sure what you meant by "new CRM/Power Apps" Can you please explain so that I understand? Thanks in advance.
How can I show BPF stage in separate column in Form?
Hi @vitaliyb.2052 you would need to create a new column in the Dataverse table, add the column to your form of your table and populate it with the BPF stage name based on your criteria logic. The BPF stage name would be from the associated entity/table that was created in association to when you initially created your BPF.
@@ElaizaBenitezmy BPF logic is not linear, it is branched. Is it not possible without creating an additional column and duplicating the names of the BPF somehow to extract the names of the stages from the BPF?
@@vitaliyb.2052 At the moment I can't think of another option as the relationship from the primary dataverse table to the BPF dataverse table is 1:N so there needs to be some type of automation/code that will retrieve the current active stage name and display it on the form
I can't replicate this...using the new connector "Common Data Service (current environment)" and the Apply to Each keeps getting applied automatically even when I use the Parse JSON action...are you able to get this to work with the new connector?
Hi Michael,
For the Apply To Each that appears, make sure you use the first function in your expression within the Parse JSON actions.
In the final update action, the schema name is to be used as plural. For example the Active Stage field will be processstages(id).
HI Elaiza, i love this idea of combining the BPF and the Portal, but can i ask how do you get the green indicator for the external approval status directly on the form? at this point in the video ruclips.net/video/lcObthN7UGk/видео.html