Connecting Stages in Business Process Flow

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Posted on by summitb

Hi, I have the following Scenario in Business Process Flow,
Stage 1: Create Contact (Entity: Contact) ->
Stage 2: Assign Program (Entity: ProgramContact) ->
Stage 3: Assign Account (Entity: AccountContact) (If Contact is Driver)->
Stage 4: Add further details (Entity: FurtherContactDetails)

The issue is AccountContact needs to know which Contact automatically it is associated with, but since Stage 3 cannot be related with Stage 1, we need to manually put the contact in the Account Contact and same with FurtherContactDetails.

Is there any way or workaround which would ensure we will be able to connect Stage 3 with Stage 1 individually?

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v-yamao-msft on at

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Re: Connecting Stages in Business Process Flow

Hi @summitb,

Have you tried enter a relationship when the preceding stage in the process is based on a different entity?

Please check the following doc on Create a business process flow to standardize processes, we know that “For a stage currently being defined, choose Select relationships to identify a relationship to use when moving between the two stages”.

Please check the doc at here:

https://docs.microsoft.com/en-us/flow/create-business-process-flow

Hope it could be your reference.

Besides, the following doc could be your reference:

https://docs.microsoft.com/en-us/flow/enhance-business-process-flows-branching

Best regards,

Mabel