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Session Id :
Microsoft Dynamics CRM (Archived)

will my on create workflow trigger if I use scribe to bring the data in to CRM

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Hi,

I am having a workflow which will trugeer on cretate of records.

I am just worried if I bring the new records into CRM using Scribe will my workflow trigger?

Thanks

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  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: will my on create workflow trigger if I use scribe to bring the data in to CRM

    Scribe Insight calls CRM webservice to migrate/integrate data internally  .It has nothing to do with CRM Database communication and hence it will trigger Workflow but as Jason said you can add condition of ModifiedBy or add a custom field on Entity and set its value from Scribe and Check it in Workflow .

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: will my on create workflow trigger if I use scribe to bring the data in to CRM

    Workflows or plug-ins defined to trigger on record creation will fire regardless of the source of the record - UI, ETL, Mobile, etc.

    If you are not wanting it to fire, you may consider adding a special field that Scribe sets and then filter these records out in the first step of the workflow - the workflow still runs but will stop right away.

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