| A Business Process Flow or BPF provides a visual guide that leads people through a process. | A BPF consists of stages and steps. In Sensei IQ, they are used for Project and Proposal lifecycle processes. Important: There are a few limits to be aware of, such as you can only have 10 activated business process flows per table, a max of 30 stages, and multi-table processes have a max of 5 tables to be included. The high-level steps to create a new business process flow are to: 1. First create the business process flow in your solution using the Classic Experience. 2. Second, give a security role that your users are in access to it; 3. And lastly, add it to your model-driven app. |
| Business Rules allow you to apply logic and validation without writing any code. | Business rules can be used with tables, forms, or within a business process flow. You first define a condition and then set your components on each side of the condition. Common tasks for business rules are to set or clear column values, show or hide columns, enable or disable items, validate input data and show custom error messages, and process logic. |
| Workflows, or sometimes referred to as Classic Dataverse background workflows, are used to run background processes. | You can also call a workflow in a business process flow when entering or exiting a stage and can be called from an action step within a stage. Workflows do not have any approvals mechanism. If you need to use Approvals, it is recommended to use Power Automate. Important: Microsoft is urging people to consider using Power Automate where possible to replace these types of workflows. |
| Flows are used by Power Automate to automate business processes and has a vast array of connectors to choose from. | You can use a Flow Step in your Business Process Flow to trigger a Power Automate flow. The end user will get a Run Flow button that they will have to manually click to trigger the flow. By using this type of flow step in your app, the Power Automate license is covered by your Power Apps license. Flows can also be triggered by Dataverse events, such as when an item is created, updated, deleted, etc. Important: This type of trigger would need a dedicated Power Automate license. |
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.