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Why is Workflow not triggered for Self Service Portal Cases

Posted on by 59

Hello all,

when cases are created using the customer self service portal workflows are not triggered. Do I need to configure something? When I create a case manually in Dynamics workflows are triggered just as expected. Even if I convert an email to a case the workflows run. I have configured my workflow to run when a case is created or updated which should also be true if the case is created in the portal.

Thanks

  • nkrauter Profile Picture
    nkrauter 59 on at
    RE: Why is Workflow not triggered for Self Service Portal Cases

    Thanks a lot. Now the workflow is triggered as expected.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why is Workflow not triggered for Self Service Portal Cases

    Hi Nicolas Krauter,

    As Bipin Kumar says, you should check the scope of your workflow. If it is not organization, please change to organization to have a try.

    pastedimage1664336161298v1.png

    This is the difference between four type of scope: 4 Workflow Scopes in Microsoft Dynamics and How to Set Them Up (ledgeviewpartners.com)

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Why is Workflow not triggered for Self Service Portal Cases

    Hi,

    Could you please check the Scope of your workflow, you should set this to Organization instead of User

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