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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Missing Workflow Template
Microsoft Dynamics CRM (Archived)

Missing Workflow Template

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Posted on by Community Member

Hello,

I have a workflow process that I changed to from a process to a process template so I could copy it. After saving my change and then activating the process I can no longer see this process using the All Processes view. I can't seem to find it anywhere. Can some point me in the right direction as to how I can find my missing process template?

Thanks so much!

David Pfiester

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  • Suggested answer
    BrianC Profile Picture
    BrianC 1,515 on at

    Hello, Refer to the following:

    community.dynamics.com/.../how-to-use-microsoft-dynamics-crm-workflow-templates

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Hi Schweep,

    Thanks for sending the link. Great instructions. However, at step 5 I activated the workflow template when I shouldn't have and now the workflow is gone. Any way to recover it?

    Thanks for you help.

    David

  • Verified answer
    BrianC Profile Picture
    BrianC 1,515 on at

    Hi DPGPA2,

    Change the view to "All Process Templates" to see the template.

    Also, see step 6 of the instructions to create a workflow with the template you saved. (the entities must be the same for the template to appear on step 6)

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Hi Schweep,

    Thanks for the help! I'm kind of new to working with process templates. Works fine now.

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