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Microsoft Dynamics CRM (Archived)

Change Case Business Process Flow with a Work flow

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Hi am New to CRM and am trying to  Change Case Business Process Flow with a Work flow here is the Steps have Created

1. Created a Business Process Flow for cases having Four Stage ( Active, In Queue, Working On and Resolved), i deactivated  the Phone to Case Process.

2. I created  case subjects 

3. Created a route rule for each subject to be on different Queues depending on the subject.

All this Work perfectly , The next stage is where am stuck 

4. Will like to create a workflow that changes the stage of Cases ( 1 above ) as the case belongs to a Queue (a queue item)

I would be grateful if someone can help me resolve this. Thanks in advance

8880.business-Process.png

I like to move from the stage active to In Queue if case becomes a Queue Item

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    Community Member Profile Picture
    on at

    Hi Ogunbolude,

     

    You are on the right track. Great job on the Business Process Flow & Routing

    Now to create your Workflow.

    1) Solution > Components > Processes > New

    2) Fill Process Name as desired, Category: Workflow, Entity: Case, Type: New blank process.

    3) Start when: Record fields change Subject

    4) Add Step > Check Condition > Process Stage > Stage Category > Equals > Active

    5) Add Step > Update Record > Case > Set Properties to change Service Stage to 'In Queue'

    Thanks,

    Tim

     

     

  • Community Member Profile Picture
    on at

    thanks Timixer but this is what i found out with the conditions and Service stage . Please kindly verify

    Thanks

    3835.properties.png

    3835.properties.png

  • Community Member Profile Picture
    on at

    I was trying to avoid javascript but looks like it is needed to call the stageid as a web resource. I hope this helps below.

    community.dynamics.com/.../how-to-change-process-and-stage-programmatically

    Example Code: code.msdn.microsoft.com/Change-Dynamics-CRM-2013-a6beb85e

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