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Dynamics 365 general forum

Find a specific step in workflow

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Posted on by 245

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,

  • Benjamin Fallar III Profile Picture
    245 on at
    RE: Find a specific step in workflow

    Found a solution using FetchXML, and you can use XRMToolkit FetchXML Builder, and use the following syntax

      
        
        
        
        
        
        
        
        
        
        
          
          
          
            
            
          
        
        
      
    
    

  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Find a specific step in workflow

    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

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