v4.0 - Workflow execution by non-publishing author

• 11-18-2008 12:48 PM

  Simon Bell Joined on 11-18-2008 Posts 2

  v4.0 - Workflow execution by non-publishing author Reply Contact Hi, Within CRM v4.0 I have setup a workflow where an entity is being created when the opportunity status is set to "Won". I've tested this and it works well. However, when any other user changes the opportunity status to "Won", this workflow does not get kicked off, and therefore the entity is not created. I've given a different user every conceivable role, and still it won't execute. I've shared it with a team, and added all users to the team, and still it won't execute. It only seems to execute for the publisher.  Does anyone have any ideas how to make this workflow run for any user? Any ideas would be greatfully received. Kind regards, Simon

• 11-18-2008 3:02 PM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: v4.0 - Workflow execution by non-publishing author Reply Contact 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
  	Tags: microsoft dynamics crm, CRM 4.0, workflow, crm40, CRM 4, Microsoft CRM 4, 4.0, crm4, crm 4.0 workflow

• 11-18-2008 3:24 PM

  In reply to

  Elle Joined on 11-06-2008 Posts 5	Re: Re: v4.0 - Workflow execution by non-publishing author Reply Contact This is not my post, but I was wondering where "scope" had impact...  I think I shall make all of my Workflows Scope= Org. The default is User, however.    How much is the jacket? Shall I design a fez for the club members? ;^)

• 11-19-2008 1:18 AM

  In reply to

  Simon Bell Joined on 11-18-2008 Posts 2	Re: Re: v4.0 - Workflow execution by non-publishing author Reply Contact That's sorted it straight away. I could have been looking at this for a week and not seen that. Thanks so much for the help Leon, sign me up for one of those jackets.... Kind regards, Simon