Business process flow entity customization

Important

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Note

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Because business processes flows are available as entities in the Common Data Service for Apps, you can use advanced find results as well as views, charts, and dashboards sourced from business process flow data for a given entity, such as a lead or opportunity. Create custom business process flow grids, views, charts, and dashboards that are similar to those created with any other entity.

Business process flows, such as Lead To Opportunity Sales Process, appear as a customizable entity in Solution Explorer.

Solution Explorer with the Lead To Opportunity Sales Process entity

Several default views are available that you can view as a chart, such as the Active Lead To Opportunity Sales Processes view.

Active Lead to Opportunity Sales Processes view

Currently, you can’t create custom forms for entities based on a business process flow.