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Change Primary Entity of an activated workflow process

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Change Primary Entity of an activated workflow process

This question has suggested answer(s)
JCH
Posted by
on 27 Feb 2013 10:06 AM

I made a (huge) workflow and activated it.  Then realised I had created in with a primary entity of "Account" when really that should be "case".  Now when I edit the workflow, the "primary entity" field is greyed out.  Is there a way of changing this without having to create a whole new workflow all over again?

Thanks!
All Replies
  • jlattimer
    Posted by
    on 27 Feb 2013 12:16 PM
    Suggested Answer

    There isn't any out of the box method of doing this, nor I am aware of any tool to do so either.

    *At your own risk you could try adding the workflow to a solution and exporting it, then manually editing the customizations.xml file and updating the PrimaryEntity element and then editing any references in the .xaml file(s) in the Workflows folder.

    You'd need then to delete the existing workflow and re-import the solution.

    I'd test this in a different environment before doing it in production just to be sure there are no side effects.

    Jason Lattimer
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