Module 10: Business Process Flows

Lesson 4: Practice Lab – Adding branching to business process flows

Scenario

You have created several automations to support your client’s knowledge assessments process and now it is time to bring the final pieces together. In this lab, you will update the business process flow and add a business rule.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power Platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power Platform admin portal at https://admin.Powerplatform.microsoft.com.

Exercise 2 – Update Process

Task 1 – Update Business Process Flow

  1. Navigate to https://make.powerapps.com.

  2. Make sure you are in your Practice environment.

  3. Select Solutions.

  4. Click to open the Common Data Services Default Solution.

  5. Click on the button located on the command bar and select Switch to Classic.

  6. Select Processes and open the Assessment Process you created.

  7. Select the Components tab, drag Condition and drop it in between the two existing stages.

  8. Select the Condition, select the Properties tab, and enter Check Notification for Display Name.

  9. Go to Rule 1, select Notify Manager for Field, select Value for Type, select Yes for Value, and click Apply.

  10. Select the Condition, click Connector and select Disconnect.

  11. Click Update.

  12. Close the process editor. Click Publish all Customizations.

  13. Close the solution explorer.

Task 2 – Add Business Lock Unlock Rule

  1. Navigate to https://make.powerapps.com.

  2. Make sure you are in your Practice environment.

  3. Select Solutions and open the Common Data Services Default Solution.

  4. Click to open the Knowledge Assessment entity.

  5. Select the Business Rules tab and click Add Business Rule.

  6. Click on the Show Details carrot button next to the Business Rule name.

  7. Enter Lock/Unlock Status and click the carrot again to hide details.

  8. Select the Condition, go to the Properties tab, and enter Check Notification for Display Name.

  9. Go to Rule 1, select Notify Manager for Field, select Equals for Operator, select Value for Type, select Yes for Value, and click Apply.

  10. Add new Rule by clicking + New.

  11. Go to Rule 2, select Approval Status for Field, select Does not Equal for Operator, select Value for Type, and select Approved for Value.

  12. Make sure And is select for Rule Logic and click Apply.

  13. Select the Components tab, drag Lock/Unlock action and drop it on the True side of the condition (the checkmark side).

  14. Select the Lock/Unlock action, go to the Properties tab, enter Lock Status for Display Name, select Assessment Status for Field, select Lock for Status, and click Apply.

  15. Select the Components tab, drag Lock/Unlock action and drop it on the False side of the condition (the x side).

  16. Select the second Lock/Unlock action, got to the Properties tab, enter Unlock Status for Display Name, select Status for Field, select Unlock for Status, and click Apply.

  17. Click Save.

  18. Click Activate.

  19. Confirm activation.

  20. Close the process editor.

  21. Click Done.

  22. Click the Common Data Services Default Solution from the navigation breadcrumbs. Click Publish all Customizations.

Task 3 – Test the Updated Business process Flow

  1. Navigate to https://make.powerapps.com.

  2. Make sure you are in the Practice environment.

  3. Select Apps and click to open the Knowledge Admin application.

  4. Select Assessments.

  5. Click New.

  6. Enter BPF Assessment Two for Title and click Save.

  7. Select the Questions tab and click New Knowledge Question.

  8. Select Simple for Question Type.

  9. Enter Process Test Question for Question.

  10. Enter Answer One for Answer 1, 100 for Answer 1 Points.

  11. Enter Answer Two for Answer 2, 0 for Answer 2 Points.

  12. Enter Answer Three for Answer 3, 0 for Answer 3 Points.

  13. Enter Answer Four for Answer 4, 65 for Answer 4 Points.

  14. Click Save.

  15. Click on the browser back button.

  16. Your Business Process Flow should have just one stage.

  17. Click on the Knowledge Assessment stage of then Business Process Flow. The steps for this stage will come to view.

  18. Enter 80 for Passing Score.

  19. Click on the Total Points calculator icon.

  20. Click Recalculate.

  21. The Total Points should get recalculated.

  22. Select Yes for Notify Manager.

  23. The Activate Stage should now be added to the Business Process Flow.

  24. Select Completed for Create Questions and click Next Stage.

  25. The process should move to the Activate stage.

  26. The Business Rule should run and Lock the Assessment Status. Do not close this page.

  27. Start a new browser window and navigate to https://flow.microsoft.com.

  28. Select Action items and then select Approvals.

  29. You should have one approval waiting for you. Click on the approval.

  30. The Approval pane will open. Click Approve.

  31. Provide Comments and click Confirm.

  32. Go back to Knowledge Admin application and click on the Refresh button.

  33. Click on the Activate stage of the Business Process Flow.

  34. The Approval Flow should complete the approval and set the Approval Status to Approved.

  35. The Business Rule should Unlock the Status field.

  36. Click Finish.