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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Sales Proc...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Opportunity Sales Process auto email workflow

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Posted on by erfanCali 5

Hi,

I'm having some issue with my workflow. I made a BPF with some new fields. just wanted to send some emails when they select "yes".  So let’s say field “site visit” selecting "yes" and save. It sent an email which is good. But then later on when I change the field “solution email sent” to "yes" then the flow running from the beginning and sending both of the emails. see the screenshot below:

pastedimage1622847466540v1.png

Also see my workflow

pastedimage1622847601998v2.png

also showing part of my BPF:

pastedimage1622847701452v3.png

 Just need to figure it out how we can sense it that if the email has been sent already then don’t send the email again.

Please advice ASAP if you can. thank you in advance.

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    Thank you for your query.

    I assume this workflow triggers on-change of all the fields used in the conditions.

    This means this workflow will send an email every time one of these fields is changed.

    For example:

    • You update the Field Site Visit to Yes:
      • Workflow runs:
        • Site Field Visit condition matches: sends an email
    • You update the Field Solution Emai sent:
      • workflow runs:
        • Site Field Visit condition matches: sends an email
        • Solution Emai sent condition matches: sends an email

    Just like that, every time it will send an email.

    To fix this, you have the following options:

    • Create separate workflows for each of this flag, which triggers only on a particular field change. For example:
      • One workflow that runs only on-change of Site visit
      • Another for the that runs on Solution Email field change, and so on.
    • Or create another flag for each of these fields and update this after you send the email. Then use this flag in the condition so it does not send email again.

    I prefer to create multiple workflows, this will make your life easier.

    To debug it, you can un-check Automatically Delete Succesful jobs to save disk space for time being.

    Then you can look at the workflow logs and understand what's happenidng.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Is this issue resolved?

    If yes, please mark the appropriate answer as verified (Click 'Yes' under 'Did this answer your question?').

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