• Girijesh Dixit

How to restrict the BPF Stage progress? If the lead is not qualified


Business Case- The business requirement was to build a custom business process flow over the lead entity and the lead must be qualified before the process end.


Implementation-


Step 1- Create a business process flow on a lead entity.



Step 2- Add the stages & data steps according to the guided flow to the users



Step 3- Add a workflow and set the trigger on State Entry.


Step 4 - Create a real-time workflow



Step 5 - Add the workflow condition


Step 6 – Set the status messages



Step 7 - Activate the workflow and update the Business process flow.



Result-



Happy learning!!

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