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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Canceling Workflow

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Posted on by 10

Hello everyone. I've created the workflow that sends notifications 1 day before the Est.Close Date. I've constructed it like this: 

1563.tempsnip.png

It must work only if the opportunity is open, but for some reason it's triggered even when the status isn't Open. Is there anything that I'm missing?

Any advice would be appreciated.

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Partner,

    I notice that the condition of timeout is contract date, not Est.Close Date.

    Maybe you can change it.

    pastedimage1606285841235v1.png

    Or you can add ‘otherwise’ branch, and set ‘stop workflow’.

    pastedimage1606285872359v3.png

    Save and active it, try to test again.

    If it still run when opportunity isn’t open, you can go Settings < system jobs to check the details of the workflow.

    pastedimage1606285866293v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • AG 375 Profile Picture
    10 on at

    Hello Leah,

    Thank you for your response. Contract Date is just the Display name of the Est.Close Date field. I'll try what you suggested about canceling the workflow and I'll post the result.

    Best regards, 

    AG

  • AG 375 Profile Picture
    10 on at

    I added the Stop workflow stage and it works perfectly now. Additionally wanted to notice, that the system remembers old sessions even if the workflow is corrected, so it'd be better to cancel workflows for specific records manually. Otherwise the past wrong workflow will still do its job until it succeedes.

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