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Customer experience | Sales, Customer Insights,...
Answered

Workflow using Timeout function

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Posted on by 46

Hi All

I wondered if anyone can help me.

I am creating a workflow in processes which should send an email to a select few users once the 'Date to contact fro ref details' has been reached/ is todays date.

So far I have this:

pastedimage1581674881088v2.png

Which works as an on demand process, but is not automatically running when the 'Date to contact for ref details' has been reached.

Any help would be super appreciated!

Kind regards,

Catherine 

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  • Verified answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hello,

    You need to create a recurring flow. Basically, it will execute the on demand process every day. Let me know if you need more guidance about how to create a recurring flow.

  • Recruitment 2019 Profile Picture
    46 on at

    Hi Mehdi,

    Thank you for your response.

    Any advice you can provide on creating a recurring flow, would be greatly appreciated :)

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi Catherine,

    Here we go. I will use my workflow wish update contact's Job Title as an example. The Workflow should be available to run as a child process. We can keep it also available to run as on demand process. Refer to the image below for all the details about my workflow:

    catherine1.pngcatherine2.png

    Next, I will call the workflow in an action "Action call child Wkf update Contact Job Title".

    catherine3.png

    Now, the configuration is done in the CRM side. I added the previous processes in solution. My solution is called solution1. Next Go to make.powerapps.com, go to solutions and find your solution.

    catherine4.png

    Click new, then click Flow, and search schedule.

    catherine5.png

    Choose the first option (top left), then recurrence. My Flow will execute each day at midnight.

    catherine6.png

    Then click new step, this time I need the Contact Ids wish I need to update. I will update all my contacts, you can filter your records as you want ;)

    So The Next step will be an action called "List records" available in common data service: 

    catherine7.pngcatherine9.png

    Next i well call the Action created at the beginning against each contact. Again, new step and search "control", click "apply for each", and add the output of the previous step "value"

    catherine10.pngcatherine11.png

    Inside the loop, add a new action "perform a bound action". My action is executed against a Contact, so i choose Contact as Entity Name, then I choose my action. Finally, i add the contact unique Id.

    catherine12.pngcatherine14.png

    You Click Save, you can also change the Flow's Name if you want ;) (top left) This is steps summary:

    Catherine15.png

    Now, you can test your Flow. Click Test (Top Right), choose the first option (I'll perform the trigger action), Run Flow.

    Catherine16.pngcatherine17.png

    Check data in the CRM:

    catherine18.png

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