BPF Manager
This XrmToolBox tool allows you to bulk update the active stage of a
particular business process flow (BPF) for multiple rows (developed
by Clément Olivier
and
Gus Gonzalez).
For setting the active BPF stage of imported data import or switching
stages from an old BPF into a new one, out-of-the-box bulk update
functionality cannot be used because the data is stored in the BPF
instance tables.
To set the active stage or switch BPF for multiple rows, you can use this
tool to select the table, view or FetchXML and set the target BPF and
stage to be set as Active.
- Tool Information
- Documentation, Blog Post
- Video Tutorial (from 4:27)
- Functionalities
- Set the BPF and active stage of multiple rows (Fig. 1, Pt. 9)
- Retrieve the data to be processed (Fig. 1, Pt. 5)
- Query by selecting a table (Fig. 1, Pt. 3) and view (Fig. 1, Pt. 4)
- Query by FetchXML (Fig. 1, Pt. 2) using FetchXML Builder tool (Fig. 2)
- Load BPFs for the selected table (Fig. 1, Pt. 6)
- Select the BPF (Fig. 1, Pt. 7) and the stage (Fig. 1, Pt. 8) to be set as Active.
- Additionally, the tool can
Fig. 1 - BPF Manager
Fig. 2 - Build Query with FetchXML Builder
Fig. 3 - BPF Manager Options
Fig. 4 - List of Tables with BPF Enabled
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