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Microsoft Dynamics CRM (Archived)

Check Condition not working?

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Hi,

I have setup a new workflow process for an order. it is very simple. The check condition simply says 'If Order:name contains [FOC] then send email.

For some reason, it isn't following the condition and it is sending the email regardless of the content in the name field e.g I have just created a new order with the name 'This is a test' and i still get the email send despite the name not containing the words FOC.

The background to this is we sometimes give something Free of Charge items and when this happens, an order is raised with the wording FOC in the name so we can track how much FOC we are giving away. This then sends an email to the manager to be aware of the free item.

Has anyone got any idea why it would be ignoring the check condition?

We are using CRM 2015

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  • RE: Check Condition not working?

    Thanks Charles, that was it, all working now, thanks!

  • RE: Check Condition not working?

    Thanks Anand, that was the problem, all working now, thanks

  • RE: Check Condition not working?

    Thanks Rawish, that was it. Now working perfectly - thanks!

  • Verified answer
    crm development Profile Picture
    crm development 870 on at
    RE: Check Condition not working?

    Hi, If condition is incomplete in your workflow. You need to write 'then statement' after 'if statement'

    You need to click on 'Select this row and add new step' and configure Send Email.

    Final image should look like below.

    1121.123.png

    Hope this helps.

    Thanks,

    Anand

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Check Condition not working?

    Hi , just a minor mistake. you have two blocks in your workflow and they are acting independently.

    1. checking the condition and doesnt know wht to doo next

    2. this will execute no matter what.

    to resolve it, after check condition click on "select this row...." and click on add step.

    34038.2.png

    you will see you have linked these two. and it will work.

    34038.2.png

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Check Condition not working?

    Based On your screen shot (Previously it didn't get downloaded on my browser), you are not adding the send email step under the IF condition (It is outside the condition). That's why the email is being always sent.

    Put the send email step in the IF condition and everything should be good.

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Check Condition not working?

    Hello,

    It looks like there is something else that is sending the email (Workflow, Plugins...).

    In order to troubleshoot, you can:

    1. Check the sessions of the workflow if it is being executed and if it passes the condition to send the email

    2. Desactivate your workflow and check if the email is always being sent

    3. Check on your record, if there are other workflows instances that are being executed

    On the other hand, rather than depending on a text part of the order name, it is better to create another field "Order Type" and set whether it is "FOC" or "Not FOC". Then, in you workflow, you can build your condition on that field.

  • RE: Check Condition not working?

    Hi Rawish,

    Yes it is odd and the email is the one linked to the workflow. I have attached a screenshot of the setup. 

    6663.email.JPG

    Email Template

    Template.JPG

    The order created - you can see the name (highlighted yellow) is "This is a test order", there is no reference to FOC in it yet the email is sent. 

    6663.Order.JPG

    Email received - as per the template from the process that doesn't meet the criteria to send the email.

    6663.email.JPG

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Check Condition not working?

    Hi,

    That's weird. Are you sure the source of that email is the workflow you created?

    would you mind posting the a screenshot of the workflow you created.

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