Hi Mognoose,
The Auto wun workflow (or triggered workflow) Can be triggered in a certain event, such as Create, field change, status change, etc.
But, if you want to run the same workflow agains all historic Leads, you can have 4 ways that I can suggest to you:
1. Use the same workflow, deactivate first, now you set the workflow as on Demand Workflow as well, then re-activate it back.
Then back to your Lead, go to the Open Lead View, select multiple items (max that can be done all at once is the maximum number of your set paging record, 1 page for example you set 250, so it can afford until multiple items - 250 items per once running) and then Run your Workflow manually
2. You can achieve this without manual effort, but with the help of programming technical effort.
Create an app, can be console app, then the logic is retrieve all of your Open Lead with Retrieve Multiple + Query Expression or can be done using Retrieve Multiple + Fetch Expression + Fetch XML,
Reference:
msdn.microsoft.com/.../gg328149.aspx
msdn.microsoft.com/.../gg328117.aspx
then perform for each retrieved records, a Execute Workflow Request to run the workflow agains your retrieved Open Lead programmatically.
Reference:
msdn.microsoft.com/.../gg309600.aspx
msdn.microsoft.com/.../gg334708.aspx
And you might try to take a look this post for more detail info, I posted there:
community.dynamics.com/.../134247.aspx
3. Maybe you can trigger your worfklow, since you are trying to run workflow agains Leads that are still sitting remain Open, you could perform a bulk update or anything.
First, you need to create a custom field, it is as a flag, Triggered, for example, set yes/no. go back to your workflow, set the trigger point from Create, add more point, that is Field Change, choose your flag field, Triggered here, then check condition if Yes, then running the next logic.
Then back to your Lead View, open Lead View and then perform bulk edit, set the flag field, Triggered from Null to Yes, and the workflow will work.
Rather than using number 3, better using number 1, they are same manual ways, but I give you optional.
4. You can try using SSIS + Kingswaysoft, it is might be too over but I just give you another option:
just read the blog post of my friend:
andz88.wordpress.com/.../bulk-execute-on-demand-workflow-with-kingswaysoft-ssis
Referece:
community.dynamics.com/.../130015.aspx
And number 5 if possible, you can combine number 3, but instead of doing manual way, you use an app, can be Console App then run an Update Request.
Hope this can help you solve the problem.
Thank you.
