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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Real time workflow - m...
Microsoft Dynamics CRM (Archived)

Real time workflow - message dialog

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Posted on by John Kenworth 170

Hi,

i'd like to use a real time workflow process to display a warning message right after the user closes the opportunity as a 'won'. Is it possible to make it so?

In SDK, there are these sentences: '...real-time workflows can be used to model and automate real world business processes. They can optionally require user input.....'. Unfortunately there are no more details how to do it. Does it mean modal dialogs?

Thanks for the help.

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    jlattimer Profile Picture
    jlattimer 24,564 on at

    You can't really do the scenario your looking for. An example of what they are eluding to...

    You could have a real time workflow that runs before the status changes, it could have a check condition to look for a certain value. If the check fails, you can add a step in the workflow to stop the workflow with a Canceled status, when using this status you can enter a message that gets displayed back to the end user in the form of an error.

    It would appear you could stop the workflow with status of Succeeded and enter a message but the message does not get displayed as you would have to run the check after the status change.

  • John Kenworth Profile Picture
    John Kenworth 170 on at

    Hi Jason,

    thank you for your reply. I've already found out it'll be the best solution to achieve the business requirements.

    Regards

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