Workflow not working

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Posted on by Drashti Mehta

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Hello,

I have actually created a workflow to fill the custom field in account form. The field should be filled by the date when the account status changes from active to inactive i.e need to fill the date when account gets deactivated. But i am not able to get it.

1220.Untitled.png

Here is what i have implemented. Anyone could suggest some better option?

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Community Member Microsoft Employee on at

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RE: Workflow not working

Hi Drashti,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

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RE: Workflow not working

SDK Operation: If a process is triggered in a specific SDK operation, it can not be deleted.

Input Entity: A process depends on a snapshot of a record transmitted to the workflow.

Local Parameter: A formal description of a .NET property that will be defined by the process type.

Have to see which one meets your flow needs.

Good luck and have a good day.

Ismael Nunes
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Community Member Microsoft Employee on at

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RE: Workflow not working

Hi Drashti,

you need to set the following options (please note i converted the workflow to real-time):

Hope it helps!

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

Independent Contractor

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Community Member Microsoft Employee on at

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RE: Workflow not working

Hi,

As it is a background workflow it will run after the account has been deactivated. Thus Nobody can update it ( even your workflow). So you should change it to a real-time worflow.

Moreover why have checked the record is created? You don't need that, you will just slow down your async workflow.
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ashlega 34,475 on at

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RE: Workflow not working

Hi,

you have user-scope there - may need it to be "organization":

http://blog.profad.com/crm-3/defining-scope-using-workflows-in-microsoft-dynamics-crm-2011/

Also, since that workflow will, essentially, run for inactive account, I'm not sure if it will work (try selecting "ondemand" checkbox and see if you can get the field updated when you run that workflow on an inactive account). If there are errors because of that, you should be able to see them when you click "Process Sessions" on that screen you posted