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.
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.