Workflow: Copy goal record and increment fiscal year.

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Posted on by LMP

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Hi Guys, so we have a requirement to create a copy of goal record but with updated fiscal year. Example is we have a goal that have FY2015 as fiscal year value, now on run of this workflow, it should create a copy of the goal record but the fiscal year value should be FY2016. Is this doable with the OOTB workflow?

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razdynamics 17,308 User Group Leader on at

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RE: Workflow: Copy goal record and increment fiscal year.

Hi LMP

Yes you can autogenerate your Goals using Workflows

First create the workflow as an on-demand process and mark this AS A CHILD PROCESS

Add CHECK CONDITIONS to see what type of goal recurrence it is (daily, weekly, etc)

Add a wait condition to WAIT for however long the recurrence is (1 day, 7 days, 1 month, etc)

After the wait then perform CREATE A GOAL. You will to set the START/END date in relation to the PROCESS EXECUTION TIME

Finally, we will have the workflow start a child workflow.

the following links should also help you

us.hitachi-solutions.com/.../scheduling-recurring-goals-in-microsoft-dynamics-crm-2011

blogs.msdn.com/.../microsoft-dynamics-crm-2011-fiscal-settings-and-goal-management.aspx

I hope this helps? Kindly tick 'Yes' to Verify :)

Best Wishes, Raz

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