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Customer experience | Sales, Customer Insights,...
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custom workflow not getting triggered While Importing Data

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Posted on by 40

Hi,

I have created custom workflow, oncreate of record.

This workflow triggers when I create new records manually, but it doesn't gets triggered While Importing Data into CRM 2013.

May I how to triiger this custome workflow when I do bulk import data.

  • Kunal.Chopra Profile Picture
    85 on at
    RE: custom workflow not getting triggered While Importing Data

    Hello,

    Have you checked custom workflow via Tracing to understand if its getting triggered or not - https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg328574(v=crm.8)?redirectedfrom=MSDN#loggingandtracing

  • Suggested answer
    furkank Profile Picture
    535 on at
    RE: custom workflow not getting triggered While Importing Data

    Hi,

    Did you try with switching it to background process? Also uncheck the ondemand square

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: custom workflow not getting triggered While Importing Data

    Hi,

    I think you should trace or debug your custom activity, because may be there is a condition inside your code conflict with your imported data.

    because when you create a new record within the Dynamics CRM all steps work fine, so check your code first.

  • NancyPaul Profile Picture
    40 on at
    RE: custom workflow not getting triggered While Importing Data

    Yes I am importing to same enitity Voucher.

    second line of workflow is working during import data.

    But custom workflow steps works when I create new voucher one by one manually.

    Only import data functionalily doesnot trigger the WF and some of the fields not getting updated.

  • Community Member Profile Picture
    on at
    RE: custom workflow not getting triggered While Importing Data

    Hi,

    Are you import the data to the same entity "Voucher"?

  • NancyPaul Profile Picture
    40 on at
    RE: custom workflow not getting triggered While Importing Data

    Thank you so much for your reply.

    The marked part of workflow(custom WF) is not getting triggered.

    3223.WF.png

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: custom workflow not getting triggered While Importing Data

    Hi,

    It should be triggered, please can you screenshot your Workflow.

    and is there any conditions conflicts with your importing data

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