Creating a Business Process Flow (BPF) (05:59)


Learn how all these logic elements fit together:

This example features creating a new business process flow by completing the following steps:

  1. Create two new columns in the Vendor table to support the business process flow.

  2. Open up the Vendors table and add a new column and call it On Vendor List with a Yes/No data type.

  3. Create a second column called Local with the Yes/No data type.


    Tip: This will tell us if the vendor is within our local area and travel is not required.

  4. Switch to the Classic Editor to create a new business process flow.

  5. Create a new business process flow in the Vendor table with the name Vendor Selection.

  6. Add a stage called Selection with the data step with the field On Vendor List and make it mandatory.

  7. Add another stage and call it Travel Needed and add the field for Local and make it mandatory.


    Tip: This will complete our simple business process flow for Vendor Selection. You can optionally add conditions, workflow, or Power Automate flows into this process

  8. Add the BPF to our Sensei IQ model-driven app.

  9. Test the BPF in action by creating a new vendor record and progressing it through the BPF.

Disclaimer: The instructional video contained herein is an excerpt from a recorded live virtual instructor-led training session. Some images contained therein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.

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