Revert to previous step in business process flow?

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Posted on by Cooper01

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Let's say I have a business process flow with three stages:

1. Set employee personal details (fill out fields in custom Dataverse table)

2. Set employee job details (separate set of fields in the same table)

3. Review details (Yes/No field in same table, represents if the details are approved)

If the Yes/No field in the last step is set to No, I'd like to move the process back to the first stage, Set employee personal details. Otherwise, process should complete.

Is this possible?

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Building Power Apps

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JR-BejeweledOne 5,836 Moderator on at

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Are you using Power Apps as the front end for this business process flow?

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Cooper01 664 on at

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Hi @JR-BejeweledOne , it's a model driven app

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ChrisPiasecki 6,426 Most Valuable Professional on at

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Hi @Cooper01,

You can use a classic Dataverse workflow if you need to do this in real time, or Power Automate if it can be done asynchronously (non-real time).

There are two tables required in this scenario:

The table that corresponds with your Business Process Flow which is created automatically when you activate your BPF for the first time. For sake of example let's call it Employee BPF.

The primary table tied to your BPF. Let's call it Employee for this example.

You need to retrieve the Employee BPF record where the Record Identifier column equals your Employee ID for the Employee record you're working on.

You need to update the Active Stage and the Traversed Path values on the Employee BPF record to the GUID that corresponds with your first stage. To find out this info about the stages, refer to here.

This post walks through how to do this in Power Automate (note that they are going forward in stages so the Traversed Path needs to include all current stages up to that point, going backwards to the first step should only require the first stage ID).

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Gyllentid 894 on at

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It's quite difficult that this only being able to be done on a field and not on a related record. We need to re-book people and then when we delete the booking, we need to send out a new email with a flow. But that flow is not able to be accessed when the BPF is closed. As the trigger point is the deletion of another record with lookup to the employee, it's not possible to do. Unfortunately.

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