I have a workflow created to trigger a task when record fields are changed on an entity. Tasks are being created even when fields not check are updated. Why is the workflow sending for fields not selected? Thank you!
That sounds unlikely, is there some way you can verify it? I don't know exactly how that could be done, perhaps by turning on the auditing to see that the fields really aren't touched. Is it a real time workflow or an asynchronous one? If it's async, can you save the workflows so you can see how they are run?
Regards
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I have an Alfresco (5.2.4) platform with a custom document approval workflow.
When a user rejects a document he/she has to write a comment to justify the rejection, but that comment is mandatory only in that case.
How can I achieve that?
I'm searching for some activiti-like solution, using boundary events or Intermediate Throwing/Catching Events.
On the other hand, can I use a simple javascript dialogue to stop the workflow execution and make the user fill the comment box?
Does anyone know the best approach?
Thanks
I'm syncing Account and Contact information between Dynamics CRM 365 and QuickBooks Desktop.
What I'm trying to do in CRM is have a checkbox called something like "Address updated since last QB Sync". It is locked so the user can't touch it and should automatically be checked when a user updates specific fields: company name, address, phone, email.
Trying to do this with a business rule, but apparently does not seem possible. Would be the best way to handle this (web resource, business process, etc)?
Pre-update plugin will be your best bet. Write a C# plugin to set the checkbox (bool) attribute in target entity if any of those four attributes are changed.
Register the target entity as Contact, even you can filter those four attributes in filtered attributes of Plugin step.
This avoids an explicit record update, also the plugin will fire only when any of those four fields were updated, and the flag will be set within the same DB transaction as an additional attribute.
You could also create a Workflow process that triggers when some of the attributes is updated, this is more inline with the use customization strategy that MSFT recommend, the downside is that you will have to create one Workflow for each of the entities
Hope It Hepls - M.Acosta.D
What I ended up doing was creating a web resource and assigning it to the OnChange event of the fields I wanted to monitor for changes:
function fieldChanged() {
Xrm.Page.getAttribute("new_updatessincelastqbsync").setValue(true);
}
address1_composite was a bit tricky since it wasn't detecting the OnChange event. Had to add the field that comprise of the composite as hidden fields and add the web resource to the OnChange event for those. Now it is working 100%.
We are using Dynamics CRM 2016 on-premise.
We want to send an e-mail from a workflow.
We got a lot of experience creating workflows, so this is probably not a newbie question.
We have a weird behaviour when we try to send an e-mail.
We tried the "Send E-Mail task" and also "Create entity record" of type "E-Mail". Both show the same behaviour.
I am attaching two screenshots. In that example we are attaching the workflow to a custom entity "Anlagenteil" but the error is the same for all entities we tried. When we try to configure the e-mail, it is not possible to set any values. So, on the second screenshot, the list below "Anlagenteil" is always empty.
This is also true when we try to set the value of the subject/topic which is just text.
(We know that we can't add text to the To/CC fields)
The same workflows works just fine when we try "phonecall" or some other activity entity.
The misbehaviour is the same for all users and on different computers.
There seems to be something broken with the e-mail entity in our environment and we have no idea where we could start looking for a fix. Any ideas?
Update: We found out that this is a rendering issue. It doesn't work in Firefox or Edge but it does work in Internet Explorer.
Have you tried creating a new Form for the Email entity and using that one in the Workflow Designer? We've experienced problems like this in the past due to Form Customizations and it was solved by using another form.
Keep in mind that the Workflow Designer uses the Sticky Forms, so in order to change the form used in the Workflow Designer, just switch forms in the UI.
I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..etc.. Is this possible? If so how would I go about implementing this change?
You can edit the Closed Activity Associated View. It is a part of the Activity entity. The ID should be fixed and accessible from:
From http://server:port/orgName/tools/vieweditor/viewManager.aspx?id=%7b21E2B905-6FDB-470D-8517-AD69B4C01268%7d&entityId={C821CD41-F315-43D1-8FA6-82787B6F06E7}>
Though, you'll need to publish the activity entity after making changes. Note that this changes History for EVERY ENTITY related to activities.
You can edit the 'Closed Activity Associated View' from the customization screen for Activity, then sort by Activity Type - also add fields, etc.
I have a workflow on an opportunity. I am trying to count the number activities from the opportunity workflow.
And use this count on condition within the workflow.
I agree with Matt's answer. You need to hook a custom workflow activity in order to get the Opportunity object that you are currently interesting on, and finally inside the custom workflow activity, you can use CRM SDK to find the related activites regarding the opportunity.
Here is the link to setup a basic custom workflow activity : http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity
I don't believe there's a way to accomplish this natively in the workflow engine. You'll have to create a custom workflow activity that gets this count for you and then returns it to the workflow, and then you can use it within your condition.
An example of some custom activities on CodePlex:
http://crm4activities.codeplex.com/
Custom workflow activity documentation on MSDN:
http://msdn.microsoft.com/en-us/library/cc151142.aspx