• What’s Changing
• Why We’re Making This Change
• Your Options Before the March 19 Release
• How to Copy Your Existing BPF (DIY)
• Best Practice Going Forward
• Need Help?

  What’s Changing

The following out-of-the-box Business Process Flows (BPFs) will be turned off as part of the March 19, 2026 release:

• Grant Payment Process
• Gift Payment Process

These BPFs are the bullseye-style guides that appear at the top of the form when entering payment records.

After the release, only custom-created BPF copies will remain available.
 

Important: If you want to continue using a BPF for payment processing, you must create a custom copy of the BPF before the March 19 release.

 

  Why We’re Making This Change

This change is intended to improve efficiency, data quality, and long-term supportability.

Improved efficiency

Current payment BPFs require multiple clicks and often include a “save and wait” step. Day-to-day processing can take 5–6 actions. Moving to Quick Create reduces this to a single, streamlined entry experience.

Better data integrity

BPFs are designed as guidance tools, not enforcement tools. Users can skip steps, increasing the risk of incomplete or inconsistent data. We are shifting validation into the standard and Quick Create forms to help ensure cleaner, more reliable data.

Modernization

Quick Create forms are now the standard experience and are enabled by default for most clients unless intentionally disabled. Clients installed before 2022 may not have all defaults enabled; our team can help review them if needed.

 

  Your Options Before the March 19 Release

You have three paths to choose from:

Option 1: Adopt the new best practice (Recommended)

Use Quick Create forms for adding payment records and discontinue use of the BPF. This is the fastest, cleanest, and most supported workflow moving forward.

Option 2: Continue using a BPF by creating your own copy

If you prefer to keep using a BPF—especially if you have customizations such as internal approvals—you can continue by creating a custom copy of your existing BPF before the March release.

We recommend using the BPF only after the initial creation of the payment record via Quick Create.

The out-of-the-box processes called Grant Payment Process and Gift Payment Process will be turned off; only custom copies will remain available.

Option 3: Have our team create the copy for you

If you would like akoyaGO to handle the BPF copy process, we can complete it for you. This typically takes about one hour and is often even quicker for most clients.

 

  How to Copy Your Existing BPF (DIY)

If you choose to create the copy yourself, follow these steps:

1. Navigate to make.powerapps.com and select the correct environment.

2. Go to Solutions.

3. Open the Default Solution (or the solution where your process is stored).

4. Select Processes.

5. Filter on Type = Process (Business Process Flow).

6. Locate your BPF and choose Edit.

7. Select Save As.

8. Give the copied BPF a new name and publish it.
 

Tip: We encourage adding your acronym or a part of your organization's name to the new BPF name (e.g., “ABC Gift Payment Process”) so it is clearly identified as a custom process.

 

  Best Practice Going Forward

We strongly recommend transitioning to Quick Create forms as your primary method for entering payment records. Quick Create reduces clicks, improves data quality, and aligns with the platform’s long-term direction.

 

  Need Help?

If you need assistance enabling Quick Create forms or copying your existing BPFs, our team is happy to help. Please contact akoyaGO Support or your Account Manager.