Custom form in Business Process Flow

Question

Is it possible to add custom form in Business Process flow in Model Driven App? If yes, what is the approach and please share any reference links.

Tuhin Paul · Answer

Step 5: Verify the Vaccination Sub-Area in the App After Step 4, open the Vaccination App . You should now see the Vaccination Sub-Area with the corresponding records displayed as shown in the figure below. Step 6: Test the Business Process Flow After Step 5, open a Contact record (or any relevant entity) within the app. Verify whether the Vaccination BPF is working as expected and guiding the user through the defined stages as shown in the figure below.

Tuhin Paul · Answer

Step 1: Verify and Activate the Business Process Flow Log in to the required environment in Power Apps or Dynamics CRM . Navigate to Flows and select Business Process Flows . Locate the BPF named Vaccination and check whether it is active. If the BPF is not active, activate it as shown in the figure below. Step 2: Open the Model-Driven App Designer After Step 1, select the Model-Driven App named Vaccination . Open the App Designer to modify the app components as shown in the figure below. Step 3: Configure the Business Process Flow in the App In the App Designer , navigate to the Business Process Flows section under Components . Deselect all other BPFs and select only the Vaccination BPF. Click Save to apply the changes as shown in the figure below. Step 4: Update the Site Map After Step 3, go to the Edit Site Map Designer from the App Designer . This opens the Site Map Designer for the Vaccination Model-Driven App . Name the Area as Vaccination Area and the Group as Vaccination Group . Under Sub-Area , select the entity Vaccination (this is the BPF entity that was created). Click Save and then Publish the Site Map Designer. Close the Site Map Designer after publishing as shown in the figure below.

Emily Foster · Answer

Absolutely, adding a custom form in a Business Process Flow within a Model-Driven App is indeed possible. This feature can enhance user experience and streamline the process within your app. In Model-Driven Apps, Business Process Flows guide users through a set of stages to complete a specific business process. To add a custom form within a Business Process Flow in a Model-Driven App, you can follow these steps: 1. Create your custom form : Develop a custom form using Power Apps that includes the fields and controls you need for the specific stage of your Business Process Flow. 2. Add the custom form to the Business Process Flow : - Go to the Power Apps maker portal. - Open your Model-Driven App. - Navigate to the Business Process Flow you want to customize. - Edit the stage where you want to add the custom form. - Add a control to the stage, and choose the option to add a Power Apps component. - Select the custom form you created from the list of available Power Apps. 3. Configure the custom form interaction : Configure how the custom form interacts with the Business Process Flow, such as updating field values or triggering stage transitions based on user input. 4. Test and Publish : After adding and configuring the custom form, thoroughly test the Business Process Flow to ensure that it functions as expected. Once you are satisfied with the results, publish the changes to make them available to users. Reference Links: - [Create and edit a Power Apps components in a Business Process Flow](https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-edit-power-apps-component) - [Customizing business process flows in Model-Driven Apps](https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/customize-business-process-flows) By following these steps and utilizing the provided references, you can seamlessly integrate custom forms into Business Process Flows within your Model-Driven App. If you encounter any specific challenges or need further assistance, feel free to ask for more detailed guidance. Good luck with your customization efforts!

Custom form in Business Process Flow

Insert Link

Embed YouTube Video

Table Options

Insert Image

Answers (3)