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Hi,
We have huge number of workflows in our CRM instance, and we are doing optimization, and I would like to know if how can I locate a specific workflow in our instance that uses Create [Task] step.
Thanks,
Hi partner,
Unfortunately we could not search for workflows by steps.
I suggest that you could rename your workflows with key steps and it may make it easier when you want to find them next time.
I also tried with c# code to get a workflow type object, and there is no attribute about steps. We could only konw when we trigger this workflow(post/pre create/update/delete record)
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/workflow?view=dynamics-ce-odata-9
So we could only see the steps in process editor or System Jobs.
Hope it helps,
Best Regards,
Leo
Found a solution using FetchXML, and you can use XRMToolkit FetchXML Builder, and use the following syntax
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