Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have a situation where we create new Leads from our web Site enquiry form and i have written a workflow to carry out an action when these new leads are created.
All the leeds are imported with a subject line of "Website Enquiry" and also have the url of the page the enquiry came from in another field. The Workflow simply reads the 'Page' and updated the subject occordinly, so if the page is 'august_event_url', my workflow updated the subject with "Website Enquiry: August Event".
The Workflow I have created is set to run when the 'Record is created' and this works when I manualy create a new Lead in MSD. The problem is that when a lead is created 'through the back end', although the workflow runs and says it's successful, the subject is not updated?
Can anyone please let me know where I am going wrong?
The workflow is triggered when the lead is created through portal so I'm assuming the record creation is done through all the valid and SDK defined methods (web services), also WF is kept at Organization level & not user level.
Next thing, workflow is completed successfully that doesn't always mean that required job is performed, it just that WF completed after processing all steps where in case of conditional steps, condition might not met and operation is not performed but for WF the said step is still processed successfully (without work done). This may be the case with you where WF might have bypassed the worker step as some condition didn't met.
Also, you can give it a try for the formatting of refered field value as lead created manually & by portal may have two different value formats where the second case is neglected by WF, Just a blind thought. :) You can paste your WF session images so get more clarity.
If the workflow ends successfuly but there is no update, that means that there is a condition to check before the update action.
Did you checked if the condition is performed ?
To test, disable this workflow and create another one with only the update action. create a new lead using your Website Enquiry and check if the name is update.
Could you please list the exact steps that you have followed?
Thank you for your help but as I mentioned the workflow runs and updates when I run it 'On Demand' or when I create a new Lead manually, so I know he workflow works.
The workflow has a number of simple steps:
If the 'Page Name' = a_url
- Update Topic with "Web Enquiry: A"
If the 'Page Name' = b_url
- Update Topic with "Web Enquiry: B"
If the 'Page Name' = c_url
- Update Topic with "Web Enquiry: C"
When a new lead is created from the web site, the workflow is started and all the first level 'If' lines are ticked, along with the relvent 'Update' line.
Do you feel I am right to use the 'Record is created' or should I look for another change?
PS: Sorry ofr the re-post, this is the first time I have posted a question.
Maybe you should check using "contains", instead = or equals for these conditions:
Because sometimes equals is too perfect condition to meet, maybe your page URL sometimes have suffix or some additional parameters?
I think yes, you are correct to use 'Record is created', because the workflow was executed, right.
I have just been informed by our developers that these Web enquiries download and over-write a number fo times a day, so my workflow is working but this is then written over again.
Thank you all for trying to help.
Business Applications communities