Hello everyone, I'm new to MS CRM and please excuse me if I'm not using proper technical terms. I'm stuck with an issue related to workflow process and wanted to your expert opinion.
I had a requirement to remove 2 user id's in Cc: & Bcc: from a workflow process step - Send Email. I did it as per the standard. But the two users were still getting Email notifications.
Workflow is based on entity Opportunity product. Workflow is triggered when the "Record is created", "Record field changes(Start date)".
Workflow process Logic:
1. Check for Opportunity record business unit. If it matches (moves to next step).
2. Timeout until 1 day after Opportunity product start date and then (moves to next step).
3. Checks if opportunity product status is not updated to either won/loss (moves to next step).
4. If its not updated then sends an email to the opportunity owner in To:, others in Cc and
Bcc.
Now when I check the workflow process sessions. I see many records (meaning the same workflow triggered many times for different records and are in Waiting state). I clicked on Process name, navigated to "Send Email" step and Verified the properties that are set. To my surprise it still contains the hard coded user Id in Cc: and Bcc:
I checked the "Created On" field - This record was created in Jan/20/2017, the "Postpone until" field contains value - June/06/2017.
There are many records like this and somehow they are referring to the old configuration existed at that time (meaning my recent changes like removing user id from Cc: and Bcc: are not reflecting in these records.)
If I navigate to System Jobs, set entity - Opportunity product. I would see the same records mentioned in Workflow process session.
I'm assuming that if I need to see the changes I made in the workflow process then first thing I need to do is cancel all these records in System job (related to workflow process). The new records that start getting created (in workflow process session (or) System jobs) will point to new configuration (meaning my changes).
OR is there any better way of do it? Please let me know. Thanks in advance.
Best Regards
Faiyaz
