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"Workflows" Can a workflow be built to update all fields in an Entity?? like "Leads" all at the same time, where the records are locked?? because the records were converted and now are in a "Qualified" status. Show all the "Lead" be forced open before the workflow is ran?
We have a full CRM and I have customized it to the point we are now only using (2) entity called "Account" and "Lead" We have all records convert from "Leads" to "Account" with e system convert out of "Leads" entity. I am now going to a (1) entity setup being we are so very basic and customized.
What I trying to achieve with my custom "Workflow" is to take (ALL) data in all records in "Accounts" entity and force the data to update (ALL) "Leads" entity records. I have build mapping from Leads to Accounts and from Accounts to Lead. The last step I believe is needed is to build the "Workflow" so that it will force the updates to take place.
I do not understand the how to create the custom plugin for this action so I am work only with "Workflows"
My CRM 4.0 has been so customized that after I create a workflow I do not see it listed anywhere to trigger it either as a On Demand, Child or Business Unit on change.
1. Can a workflow be built to update all fields in an Entity?? like "Leads" all at the same time, where the records are locked??
2. How do I find the workflow I just created?? there are no tool bar launch button or under action there are no execute options.
I can understand having a workflow that updates one record to another, but why do you want your workflow to update all the records? You're better off writing your workflow to run on the account record (with whatever triggers) and having it run as needed to keep your data up to date as you go. To get the initial data synchronized, run your logic in a console app that connects to CRM and updates all the records - no need to move it to a workflow just for a one-time run.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
I only need the workflow ran one time to make all records in "Leads" Identical to the already converted records in the "Account" entity. After this is completed and I can see that the two entities (Account and Leads) and all records in them are Identical, I will then change the security role to where the Business unit will not see the "Account entity any longer and only work in "Leads" This would be a customized (1) entity setup.
My concern is all my records in the "Lead" entity are locked because they were converted. Will they take the revers mapping from Accounts to Leads while locked?
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