Exam PL-200 topic 3 question 3 discussion

What in the world is a checklist record lol

Action Step both

1. Action step: This feature can be used to control navigation within the business process flow, allowing users to move to the previous stage only from a specific stage. 2. Power Automate Flow: This feature can be used to automate the creation of checklist records when certain conditions are met within specific stages of the business process flow.

https://powerusers.microsoft.com/t5/Building-Power-Apps/Revert-to-previous-step-in-business-process-flow/td-p/893935

just created a microsoft idea: https://experience.dynamics.com/ideas/idea/?ideaid=dbfa5947-bcb3-ee11-92bd-000d3a0f8799 and another idea with security: https://experience.dynamics.com/ideas/idea/?ideaid=316822fe-b3f6-ec11-b5cf-0003ff45834c#idea-comments

Basically, it is interesting, that microsoft did not (yet) offer this as a basic config functionality within BPF as a configration of a step! :-) i can read a lot about javascripts online... to do this. PowerAutomate is the thing ms wants to sell. but right now this is is in preview. I would create an optionset field on the record, sync the process status to this optionset field (synchroneously), then create a sync workflow that checks for this field stage if stage dose not equal... then stop workflow with message: not allowed to move back. I would make move back default and error out single backward moves. however: "while minimizing administrative and maintenance efforts" suggest an easy solution?!

1- Action Step 2- Power Automate flow Create checklist records in specific stages on demand is not an action step because action steps are used to perform an action without leaving the context of the record they are working on. Creating checklist records on demand requires a different workflow that can be triggered by a button or a condition. A Power Automate flow can be used to create checklist records on demand and add them to the business process flow.

action step both - based on what is written

ChatGPT says: Action Step Power Automate flow to sum up the reasoning Req.1: Classic workflow and Power Automate flow are not appropriate solutions for this scenario. Workflows are not designed to control the navigation of a business process flow, and Power Automate flows can be used to automate tasks but not to modify the behavior of a business process flow. Req. 2: Overall, using Power Automate for this scenario can help automate the process of creating and completing checklists in specific stages of a business process flow, reducing administrative effort and increasing efficiency.

on exam march 2023

On exam 13 January 2023.

I believe the question is pointing towards a Business Process Flow which is one of the Power automate flows available. Within a business process flow you can move between stages. I do not know anything about checklist records. But the first would be Power automate flow. https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-process-flow?view=op-9-1

This question was part of the exam in Aug 2022

Classic Workflow, Action Classic work flow runs as a stage event StageExit and StagEntry and can restrict or redirect the business flow to another stage.

In exam 29/05/2022

On exam 20 April 2022.

Action steps are the list of action that you need to perform on each stage. For instance, verifying the customer, address, and so on before converting leads into opp. It has no connection to the flow. We can not go back from Deliver to lead as we have already processed payments. Ideally it should be Classic work flow and action. Correct if I am wrong.