A business process flow is a straightforward way to guide a user through a process that involves one or more Common Data Service records. It informs users where they are in the process and what they need to do next.
The business process flow control appears as a strip along the top of the form. In the following screenshot, the business process flow is controlling the creation and approval of a social media post:
A business process flow breaks a process into stages and steps that logically match how a user thinks about what they are trying to do.
In the previous screenshot, there are four stages shown in the business process flow:
- Draft Post
- Message
- Customer
- Approval
The red target icon indicates that the business process flow is currently at the third stage, Customer. By clicking on the red target icon, the user can see the steps that they have to complete before they can click on...