2022

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Before a business processes can be created on an entity, it needs to be enabled for business process flows. We do this by amending the properties of an entity. (As shown in the image below.)

Each business process flow will have a primary entity. If an entity is to be used within a business process flow as a primary, or “secondary”, entity it must be enabled for business process flows.

Note:

Once set, we can NOT turn off business process flows. But having said that, just because an entity is enabled for business process flows doesn’t mean we have to use them with it!

When we enable an entity for business process flows, some fields get automatically created on the entity. Including Process Session and Process Stage. The following links are for the current process and the stage within it:

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