How to test if a Business Process Flow is Complete? RRS feed

  • Question

  • We want to test if a business process flow has been completed for an entity. As far as I can see, there is no field anywhere that tells us this, i.e. user has got to the last stage and completed all mandatory steps.

    The only way I can see to do this is to:

    a) Add a custom field called "Process Complete" to target BPF entities

    b) Make this field mandatory on the last stage

    c) Create a business rule that prevents user clicking "Completed" for this until all mandatory fields have been set for this stage.

    This seems a bit of overkill, but I can't see any other way to do this.

    Once we have this field value, then we can do things like hide/collapse the BPF since it is no longer relevant to the user, e.g. you have completed the customer set up process.

    Friday, December 19, 2014 3:49 PM