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}\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }\n\u00a0\u00a0\u00a0 }\n}<\/pre>\n<\/div>\n <\/p>\n
\u00a0<\/p>\n
Since the Propose stage of our business process is defined on the Opportunity entity, let\u2019s get information from the related Opportunity record to provide additional context in the approval requests. To do this, add the Get record<\/em> action of the Common Data Service connector. Set the Environment<\/em> to \u2018(Current)\u2019, the Entity Name<\/em> to \u2018Opportunities\u2019 and the Item Identifier<\/em> to \u2018BPFFlowStageEntityRecordID\u2019, picked from the list of dynamic values:<\/p>\n <\/p>\n
Now that we have the data we need, lets define the approval process by adding the Start and wait for an approval (V2) <\/em>action. Use the dynamic content picker to add fields from Get record <\/em>action to add relevant information about the Opportunity. To provide further context of the active stage that the business process is in, select the BPFActiveStageLocalizedName<\/em> field from the list of dynamic values<\/p>\n <\/p>\n
Next, let\u2019s send an email to the requestor based on the outcome of the approval. To do this, add a condition based on the Outcome<\/em> field of the approval (picked from the list of dynamic values) and add a Send an email<\/em> action to both the If yes<\/em> and If no<\/em> paths.<\/p>\n <\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
Finally, save the Flow and turn it on.<\/span> Altogether, our Flow that requests an approval with information from the business process and the related opportunity record, and acts based on the outcome is below:<\/p>\n <\/p>\n
\u00a0<\/p>\n
Step 2: Add an instant flow as a step in a business process<\/h3>\n We begin by opening the Lead to Opportunity Sales Process in the BPF designer. To add a Flow as a step in the Propose stage of our BPF, simply drag and drop the Flow Step (preview)<\/em> component onto the Propose stage:<\/p>\n <\/p>\n
Next, click on the search icon in the Select a Flow<\/em> field to list all flows that can be added to a BPF, and select one from the list. To save your changes, click the Apply<\/em> button at the bottom of the properties pane:<\/p>\n <\/p>\n
Finally, click the Update <\/em>button to make this business process flow with its new flow step available to users.<\/p>\nAnd we\u2019re done! You can now run your Flow from the Propose<\/i> stage of the Lead to Opportunity Sales Process by clicking on the Run Flow<\/i> button:<\/p>\n
<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"
With this preview, users can now run an instant flow to automate repetitive tasks, generate documents, track approvals, and more – on-demand from a step in a business process flow.<\/p>\n","protected":false},"author":373,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","_alt_title":"","ms-ems-related-posts":[],"footnotes":""},"audience":[3378],"content-type":[3424,3423],"job-role":[],"product":[3474],"property":[],"topic":[],"coauthors":[2943],"class_list":["post-1170","post","type-post","status-publish","format-standard","hentry","audience-it-professional","content-type-news","content-type-tips-and-guides","product-power-automate"],"yoast_head":"\n
Preview Instant Flow steps in Business Process Flows - Microsoft Power Platform Blog<\/title>\n \n \n \n \n \n \n \n \n \n \n \n\t \n\t \n\t \n \n \n \n\t \n\t \n\t \n