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  • Forum Post: New Workflow influences functionality of external Javascripts

    bilbo
    Hello, Does anybody know about this voodoo issue: - write Javascripts that are embedded from /isv/ and embedded with the onload event of a form, others that are fired onchange. works fine - create a workflow on the same entity, publishing it. (no dependencies to the javascript, only the same entity)...
    on 8 Jul 2008

  • Forum Post: CRM workflow date update includes saturdays/sundays

    MayankP
    Hi, I want to create CRM workflow which updates the case follow up date based on priority. I f priority is high --> follow up date would be 24 hrs (1 day) after the case create date. If priority is normal --> follow up date would be 72 hrs (1 day) after the case create date Now the problem...
    on 6 Aug 2008

  • Forum Post: Re: Check list linked to a new course form

    Leon Tribe
    One way to do this would be with workflow. On the creation of the course record, a number of tasks are created against the entity. These would sync back to Outlook. Leon Tribe
    on 8 Sep 2008

  • Forum Post: Re: Sending E-Mail when a Case enters a Queue

    Wes Weeks
    From the Settings/Workflow screen you should be able to create a new blank workflow for queues and on record create check the queue name or other relevent information in that record and when it matches the desired criteria have it send an email to the correct person provided they are a CRM user. This...
    on 10 Sep 2008

  • Forum Post: Jump a stage in a workflow

    Mind Hard
    hi, when CRM execute a workflow, this workflow can jump a stage (fo expl: stage one to stage three)? How can i do this? cheers. csousa
    on 12 Sep 2008

  • Forum Post: jump a stage in a workflow

    Mind Hard
    hi, it´s possible to jump a stage in a workflow? (for expl: jump stage 1 to stage 3) cheers
    on 15 Sep 2008

  • Forum Post: Share Task OnCreate Workflow

    IT Support
    I can't seem to figure this out - can you Share a Task to a Team through a Workflow? I know you can Assign the Task to a Queue - but that's not what we want. Basically, when a Task is created, we need to be able to have a Team of Users to have access to it. From what I understand, that is...
    on 6 Oct 2008

  • Forum Post: InvalidOperationException when setting email properties in a WF

    Joe Matlon
    We are getting an "InvalidOperationException: Operation is not valid due to the current state of the object." When clicking "Set Properties" on an email step when editing a workflow in CRM 4.0. We are able to send/recieve email in CRM w/o issue. This occurs on any entity we set...
    on 7 Oct 2008

  • Forum Post: Re: Creating a lookup field to link a user account in a form (CRM 3.0)

    Aly
    Hi Ron In CRM 3.0 you can not have more than one lookup of any one type on a form and as the owner field is already a user lookup you can not have another relationship with the user entity, so you not going to be able to achieve what you want to achieve without a lout of unsupported development work...
    on 30 Oct 2008

  • Forum Post: Creating a lookup field to link a user account in a form (CRM 3.0)

    Ron M
    I am having difficulty determining how to create a "lookup" form field in a custom entity in CRM 3.0. Ultimately, I wish to be able to send emails and tasks via a workflow rule to a person that is not 'owner' or 'owner manager', but instead to the user that is identified in...
    on 29 Oct 2008

  • Forum Post: Re: Importing records with Relationships

    Aly
    RIchard Before I go to far into the detail, is the relationship a oneto one, as if so it really depend on how you import the data and set up the sub account. For example you can set up you import data with the account information and the sub account information as one record, you then customise...
    on 3 Nov 2008

  • Forum Post: Creating Leads

    Malcolm Knott
    i want to be able to prevent a lead being created unless some specific fields have data entered. eg the Lead Source.
    on 18 Nov 2008

  • Forum Post: Re: v4.0 - Workflow execution by non-publishing author

    Leon Tribe
    We've all been tripped up by this one at least once I think. Welcome to the club, we have jackets. You need to make the workflow 'Organization' scope, not 'User' ;) Leon Tribe
    on 18 Nov 2008

  • Forum Post: Workflows won't Execute

    Elle
    I can't get my Workflows to send emails or create records. I have set up a couple of very simple workflows....and they will not execute. The Workflows are Published. I am "Working Online" in Outlook. I am able to send a User a Direct Email from within CRM (Settings, Admin, User...
    on 18 Nov 2008

  • Forum Post: Workflow Dynamic Values not populating

    Joelp
    I am creating a workflow process that will generate an email when certain attributes change on a case. When I try to use Dynamic Values to populate the text of an email, it will not populate the values, it will only list the "fields" in the email generated. Example of what is in the email upon...
    on 17 Oct 2008

  • Forum Post: Question about "Create record" action type in a workflow

    Aravind Hande
    Is it possible to create a workflow where I use the "Create record" action type to create a new entity and then have the form for the new enitty be displayed on the screen? Right now, the new entity is created in the background. Thanks, Aravind Hande
    on 1 Dec 2008

  • Forum Post: Re: Question about "Create record" action type in a workflow

    Frank Hermes
    As the workflows are running asynchronously and don't give back a result, you can't use them to create a record and open the form for this record. What you could do: insert a button into the form with the isv.config and pass the objectid to a new ASP.NET-application that creates a new entity...
    on 1 Dec 2008

  • Forum Post: Workflow - Create Contract Line

    sizzaad
    Hello, Is it possible to create a contract line from a workflow. I don't see the Contract Line entity when adding a Create step. Any help would be greatly appreciated. Thanks!
    on 13 Dec 2008

  • Forum Post: Need Help, CRM 3.0 Workflow Advice

    Kimberly Fobbs
    I have 3 separate sales channels using CRM 3.0. We have new equipment sales, service (contracts & repairs) & rentals. My question is how to accomplish creating a workflow rule that will recognize when an opportunity is lost by equipment sales, how to create a new lead for service sales to sell...
    on 5 Jan 2009

  • Forum Post: Re: Case Resolution fields into email template

    DigitalSon
    I too am looking to add this functionality via a workflow. Can anyone advise how to do so?
    on 26 Jan 2009

  • Forum Post: Workflow to Roles

    CJeunelot
    Can workflow be based on steps? I have suggestion/idea box where they get logged straigtht into CRM by whoever has them. Based on entry (record created) i can workflow to the first manager but he has to look at the suggestion and and figure out whether its based on sales , store presentation or delivery...
    on 18 Jan 2009

  • Forum Post: Re: Re: Help with Email tracking customization in CRM 4?

    Lisa-Marie
    Ok thank you for your reply. That saves me time thinking I could do this through a plug-in. That leaves the option of using a Workflow to run every time an email-tracking is created.. .which I assume is the same event as CreateEmail and UpdateEmail... is that correct? And when this event fires the workflow...
    on 3 Feb 2009

  • Forum Post: Restarting Failed workflows

    Tom Cadman
    Hi Although we have applied rollup pack 2, we still keep getting SQL timeout issues when executing workfows; these timeouts may be an environment issue that we are investingating. However, we have some complex workflows that we are using to orchestrate tasks for a clients insurance renewals process...
    on 5 Feb 2009

  • Forum Post: Workflows do not work imidiatly

    Jeroen Priem
    Hi everybody,h I've made some workflows to do things automaticly. Now these workflows do exactly what i asked them to do but how long takes is before it's done. For example, i made an new entity with leads, when i pick yes in my convert pick up list then it should be moved to in-active...
    on 9 Feb 2009

  • Forum Post: Re: CRM 4.0 : Email support for custom entity email field

    Wojciech Jakubowski
    Could somebody, please, answer Hari's question or point a link to the answer? I'm having the same problem and it's deamn hard to search on this one in internet (the key words give you lots of unwanted results). I need to be able to send e-mails to records I keep in my custom entities. All...
    on 20 Feb 2009
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