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Microsoft Dynamics CRM (Archived)

How to run workflow when a process is finished?

Posted on by Microsoft Employee

Hello,

I have a stage field (text field) that I was to update to the word "Closed" whenever a process flow is "finished". I currently have a workflow that runs that should updated the field when the last stage of the process "exits" (have "on exit" checked in process flow) which also finishes the process but the field is not updating.

If I run the workflow manually it does change.

Any help would be appreciated. Thanks!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to run workflow when a process is finished?

    Thank you Wei Jie Fun, that worked great

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to run workflow when a process is finished?

    Hi,

    which CRM 2016 version you are using.

    If you are using v8 and above. You can use below method to achieve it.

    Right now BPF is an entity now, so you should able to create a workflow on it.

    6175.46.PNG

    Let's move to last stage and click finish

    5123.45.PNG

    Result

    2451.47.PNG

    Let's manually click the finish button 

    6175.46.PNG

    Result

    2451.47.PNG

  • Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: How to run workflow when a process is finished?

    On what build are you on?

    If you check the workflow execution do you see any errors or is it even triggered?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to run workflow when a process is finished?

    Yes thanks for answering. I have done that and have other workflows in the process working correctly. The issue seems to be when finishing the process and the worfklow not triggering on stage exit for the last stage.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: How to run workflow when a process is finished?

    Hello,

    Have you tried following the instructions from this article? docs.microsoft.com/.../bpf-add-on-demand-workflow

    Regards,

    Radu

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