However, when you combine them with other processes and customizations, they can play an important role in saving people time, reducing training costs, and increasing user adoption. If you are adding a business-required or system-required column to a business process flow stage, we recommend that you add this column to your form as well.īusiness process flows appear relatively simple compared to other types of processes because they don't provide any conditional business logic or automation beyond providing the streamlined experience for data entry and controlling entry into stages. You can make a step required so that people must enter data for a corresponding column before they can proceed to the next stage. Business process flows doesn't support expanding the stage flyout to the side pane on mobile devices.
In the unified interface, you can work with a business process flow stage inside the stage flyout or you can pin it to the side pane. You can advance to the next stage by using the Next Stage button. Each step represents a column where data can be entered. With business process flows, you define a set of stages and steps that are then displayed in a control at the top of the form.Įach stage contains a group of steps. For service groups, business process flows can help new staff get up-to-speed more quickly and avoid mistakes that could result in unsatisfied customers. You can configure business process flows to support common sales methodologies that can help your sales groups achieve better results. Business process flows reduce the need for training because new users don’t have to focus on which table they should be using. These steps provide a visual indicator that tells people where they are in the business process. Use business process flows to define a set of steps for people to follow to take them to a desired outcome. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. Why business process flows are usedīusiness process flows provide a guide for people to get work done. Watch a short video about business process flows. To learn how to create or edit a business process flow, go to Create a business process flow. Business process flows use the same underlying technology as other processes, but the capabilities that they provide are very different from other features that use processes.
For example, you might want to create a business process flow to have everyone handle customer service requests the same way, or to require that people get approval for an invoice before submitting an order. You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow.
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