Microsoft Dynamics CRM

Recurring Workflows - Cases

Home » Microsoft Dynamics CRM » Microsoft Dynamics CRM Forum » Recurring Workflows - Cases
Related Search Results

Workflow: create case from recurring appointment

by
on 4 Mar 2013
  • Suggested Answer

Workflows - setup a secondary action

by
on 23 Jul 2012
  • Not Answered

Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

by
on 25 Nov 2012
  • 0 comments
Helpful Resources

Dynamics CRM Support Blog

Problems configuring the CRM Outlook client? Use the wizard!

 CRM Resource Center

FAQ About Technical Support
Online | On-Premise

FAQ About Billing

Implementation Guide

Microsoft Dynamics CRM Developer Center and SDK

Recurring Workflows - Cases

This question has suggested answer(s)
Heather H.
Posted by
on 6 Jun 2012 4:33 PM

I need to have a work flow that creates a case on a certain date then every year on that date. EX: I want to create a case on 12-15-12 and then recurring on 12-15 every year afterwards. 

I've been playing with some wait conditions and nothing happens OR I get cases created exponentially instead of just once. I have been trying to follow this guide line posted http://phase2.com/blog/?p=1188 but it doesn't help me with the initial case creation date. 

 

Any ideas? Thank you ahead of time!!

 

-Heather

case Recurring Workflows workflow
All Replies
  • Gus Gonzalez
    Posted by
    on 8 Jun 2012 4:26 PM
    Suggested Answer

    Heather,

    I wouldn't recommend you creating workflows that will wait for years to create records, these workflows will basically "Execute" for years as they sit there waiting.

    I would advice you create tasks instead. Set the due date for a year from now and that will remind you of the case. The workflows will execute once instead of sitting there hugging system resources.

    Does that make sense?