Dynamics Community Forum Thread Details

Triggering Queue Items Workflow Based On OOB Actions

Hey All,

I am working on a workflow that will populate the Case record (Queue lookup field) with the Queue name that the Case is added to. I have that functionality working, but I am running into an issue when it comes to clearing the Queue on the Case when the Queue Items record is deleted, removed, or picked (and removed from the Queue).

I am not sure how to specify logic in the workflow that will allow me to use these OOB actions (Delete, Remove, Pick) as a Check Condition. Ideally, I'd say something like "If Queue Items is 'Remove/Delete/Pick', then clear the Queue lookup field on Case".

I'm wondering if anyone can point me in the right direction here. Thank you!

Hi Ras13j,

As you mentioned, “not sure how to specify logic in the workflow that will allow me to use these OOB actions (Delete, Remove, Pick) as a Check Condition.”

Not using condition in the workflow, there is many OOB triggers in the workflow, you can use them to achieve goals:

Workflow processes | Microsoft Docs

Options in Start When section can specify when a workflow should start automatically.