Checklist-Type Plan for Business Process Flow
To create plans for Business Process Flow where the tasks of the plan can be performed independently regardless of the set order, you need to create a Checklist-Type plan for Business Process Flow where you can proceed to the next task before completing the current one.
This proves useful for creating flexible plans for Business Process Flow where your salesperson can perform tasks based on their requirements of the business process, irrespective of the order of tasks set in the plan.
To create a Checklist-Type plan for Business Process Flow, follow the steps given below:
Fill in the following plan details:
Name: Provide a unique name for the plan.
Description (Optional): Provide a short description of the plan.
Plan Type: Select Plan Type as Checklist.
Record Type: Select the Record Type for which the plan will be created. (E.g. Lead, Opportunity, Case, or Custom record type etc.)
Priority Order: Users can attach multiple plans to a single record, for which it is necessary to define which plan needs to be connected to the record first. To do this, you can set the priority order against the plan (if the criteria are matching with three different plans, then the plan that has to be followed, we need to set the priority order number respectively). Any value less than 1 or repeated numbers are invalid for this priority order field.
Set criteria for the execution of the Plan (Optional): Set the criteria against the plan (the plan will automatically attach against those for which the criteria match). Select either Simple or Advanced.
Simple: Execute plans based on the conditions defined in view of an entity.
Advanced: Execute plans based on filter criteria or conditions (conditions defined in Fetch XML).
Select 'Business Process Flow'.
Select Business Process Flow to which the plan will be attached.
Once the required fields are filled, click on ‘Save’.
Your Checklist-Type plan for Business Process Flow is created and, now you can add the Plan Steps inside the various stages of the selected Business Process Flow. To do the same, follow the steps given below:
Navigate to Manage Steps.
Here, as per the Business Process Flow selected by the manager, various stages of the selected Business Process Flow will be displayed. Manager can now select the desired stages and create the actions inside the stages.
For example: Here we have selected the Business process flow of the Lead to Opportunity Sales Process and the stages (Qualify, Develop, Propose, and Close) of the Lead to Opportunity Sales Process will automatically be displayed as shown below.
Now select the required BPF stage. For example, select the Qualify stage.
Click on the 'Create Plan Step' Button.
This will open the ‘Quick Create Form: Plan Step’, where we need to fill in the details.
Name: Provide an appropriate name for the Plan Step.
Description (Optional): Provide a short description of the Plan Step.
Once the required fields are filled, click on ‘Save and Close’.
Your plan step will be added to the process and will appear on Plan Steps.
In this way, Checklist-Type plans for Business Process Flow can be created with plan steps.
For any queries, reach out to us at crm@inogic.com
Last updated
