Related Posts
  • Forum Post: Creating Leads

    i want to be able to prevent a lead being created unless some specific fields have data entered. eg the Lead Source.
  • Forum Post: Re: v4.0 - Workflow execution by non-publishing author

    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
  • Forum Post: Workflow Dynamic Values not populating

    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...
  • Forum Post: Default "From" Email Address in a Workflow EMail Notification

    What determines the default "from" value - who it looks like the email came from? My Workflow scope is set to "Organization". When I leave the "From" parameter blank, the email message notification "comes from" me regardless of what CRM user actually initiated...
  • Forum Post: Hyperlink in Workflow Generated Email Message CRM 4.0

    I am trying to insert a hyperlink to a file folder on our network in a CRM 4.0 workflow generated email message. This is the example that worked in CRM 3.0 but does not render correctly in CRM 4.0. <a href="file://///stor01/filestor/opportunity/{foldername(Opportunity)}">Click Here<...
  • Forum Post: Running a workflow against the current date.

    Hey everyone, I'm trying to run a workflow that will take a last touch date and compare it to the current date. If the current date is 1 month past the touch date, then the workflow starts, sending an email to the account/contact owner. I googled this and it seems as if the only solution is...
  • Forum Post: Delete Read Only / Closed Items

    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...
  • Forum Post: How to migrate data from a local picklist to a Global Option Set

    I am in the process of migrating CRM 4.0 to 2011. There are many picklists that are repeated on multiple entities and I would to use the new functionality "Global Option Set" to better manage these lists. For each entity, so we will have to migrate the data from the local Picklist to the...