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  • Forum Post: Notify owner when another user updates their case

    Damon Hudson
    I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...
    on 16 Mar 2009

  • Forum Post: Delete Read Only / Closed Items

    Stephen Price
    Hello Everyone, Here is how to delete almost any Read Only / Closed item in CRM 4.0. Create a workflow to change the status of the item for closed to new or draft. For Example... You just installed CRM 4 and are using some test accounts and creating some test invoices... You try to delete the test invoices...
    on 6 Aug 2009

  • Forum Post: check an account for open opportunities

    Jesse A
    Hey all, I am trying to write a workflow where the user receives a reminder to contact a specific account, given that the account has an open opportunity. I have not been able to figure out how to write a workflow for the Account Entity that checks that account for an opportunity. Anybody have any...
    on 4 Nov 2009

  • Forum Post: Re: Re: Re: Re: Re: CRM 4.0 Update Rollup 2 - workflow regression error

    Ron McVciar
    After a lot of research I applied four lines of code to the Nabholz CRM Site web.config file which after starting and stopping IIS Crystal tested snd the Workflow publishing error she encountered has gone away. Code: [section] --- authorizedType ---- ---------------------- <authorizedType Assembly...
    on 15 Dec 2009

  • Forum Post: Advice creating a workflow to add owned products to an account after order completed.

    Matt Johnson
    I have a custom entity called "Account products" that is basically a N:N relations ship between Accounts and Products that lets me store a list of what products a customer owns and what date they acquired them. When an order is completed I would like it to trigger a workflow that will add...
    on 11 Jan 2011