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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Stopping Workflows Usi...
Microsoft Dynamics CRM (Archived)

Stopping Workflows Using Date Field

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Posted on by WeeGrafter 140

I'm wondering if anyone can help, it may be simple, so apologies in advance if really simple.

Issue:

On Account record, I have created the following fields;

Team A Complete (Yes/No option)

Team B Complete (Yes/No option)

Team C Complete (Yes/No option)

Last Verification Date (Date field)

Next Verification Date (Date field)

When "Next Verification Date" is initially populated for example 31/8/2017, it kickoffs a Workflow that timeouts until 1 month prior (31/7/2017) and will send an email to the team to chase up (ie if Team A Check = No, email goes to Team A & B to chase up. If Team A & B = Yes, email goes to Team C to chase up).

Once all teams are ticked, system resets Team A, B, C values and updates "Last Verification Date" with the execute date and "Next Verification Date" increases by 2 years.

Hope that makes sense?

The problem I'm having is stopping the original workflow if a) Verification Date is amended manually b) Verification process is completed.

How do you stop the workflow that is on timer?

Here is an example of workflow. Fires on change to "Next Verification Date".

7607.Workflow.png

*This post is locked for comments

  • Suggested answer
    Franglais Profile Picture
    Franglais on at
    RE: Stopping Workflows Using Date Field

    In addition to Brad's idea, try using the Bulk Delete functionality to schedule the check, not the wait condition (especially if it's going to be waiting for any long period of time!)

    www.crmsoftwareblog.com/.../using-the-bulk-deletion-process-to-schedule-recurring-workflows

  • Suggested answer
    Siraj M Profile Picture
    Siraj M on at
    RE: Stopping Workflows Using Date Field

    you can use parallel wait branches.

    add two more wait conditions, one for checking whether verification process is completed(status update) and other one to check whether verification date is amended, for this you can create another date field to check whether the initial verification has been updated to a new date

    Regards,

    Siraj

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Stopping Workflows Using Date Field

    I know you probably don't want to hear 'you should use a plug-in', but you should consider a couple of things about workflows.

    • While a workflow is 'timed-out' it is still using system resources. A few won't hurt but consider the maximum number of concurrently timed-out workflows you might have.
    • If there is any unexpected outage to the CRM system, timed out workflows can fail. I'm not sure if there is anything internal that will 'restart' timed-out workflows after a controlled shut-down.
    • If you want to change the time-out delay (or your business changes its policy) you would have to manually stop the running time-outs and set them all up again.

    As the above post suggests (in the link) it is better to have a postponement datetime field on the record itself, and a separate process that polls records daily for those records that are due for the next step in the process. Unfortunately, there is no way to do this without a bit of code.

    I do a similar thing with a custom entity. I would love to share this plug-in with you but it is bespoke and owned by a third party. I can only say that it is worth every penny spent.

    Good luck.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Stopping Workflows Using Date Field

    Hi,

    See: community.dynamics.com/.../17662

           community.dynamics.com/.../stop-workflow-with-a-status-of-succeeded-not-canceled

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