Learn how all these logic elements fit together:
This example features creating a new business process flow by completing the following steps:
- Create two new columns in the Vendor table to support the business process flow.
- Open up the Vendors table and add a new column and call it On Vendor List with a Yes/No data type.
- 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. - Switch to the Classic Editor to create a new business process flow.
- Create a new business process flow in the Vendor table with the name Vendor Selection.
- Add a stage called Selection with the data step with the field On Vendor List and make it mandatory.
- 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 - Add the BPF to our Altus model-driven app.
- Test the BPF in action by creating a new vendor record and progressing it through the BPF.