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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow timeout condi...
Microsoft Dynamics CRM (Archived)

Workflow timeout condition on date field

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Posted on by DevCrm16 215

I have a workflow with a timeout based on a date field the user sets on the record. The workflow is triggered by a change the Date Field in the first place. My concern is that if the user changes the date field it will cause a second workflow to initiate for the same process. Is there a way to have some form of parallel wait condition that could cancel the workflow on change of the date field?

My only other though was I could use a checkbox to basically make the user "request" a date change that would control the lock status of the field and then have a parallel wait condition waiting for the field to = "something" and have the workflow initially set the field to = "somethingElse" to re-lock on field change. just seeing if there's a better way than creating more check boxes.

here's a screen shot of the basic setup I currently have that does not account for date field update:

WorkflowCapture.JPG

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  • Erik Coppens Profile Picture
    Erik Coppens 195 on at
    RE: Workflow timeout condition on date field

    Never too late.

    Thanks for posting this, I just used your tip and it works like a charm. (first time for me using Actions even)

  • Suggested answer
    Dave @ Newlon Profile Picture
    Dave @ Newlon 20 on at
    RE: Workflow timeout condition on date field

    Hi,  I'm a little late to the party (almost two years) but I found a better solution to this.  Its a little fiddly, but its an out of the box solution.

    Create a process with the category of 'Action'. Give it two date variables, an input and an output, and have the action just copy the input date to the output date. At the start of you main process pass your 'review date' into the action.  And then set a parallel wait branch to wait until your 'review date' 'does not equal' the output date.  If that's triggered: stop the process as Successful.   Hope this helps someone.  

  • DevCrm16 Profile Picture
    DevCrm16 215 on at
    RE: Workflow timeout condition on date field

    One note: I had to add a 1 min timer after the initial record update to give the other WF time to catch the field change. I noticed the other WF was "waiting for resources" for a split second after the fire of the new WF and that caused it to miss the temporary change of the field. with the 1 min wait works perfectly.

  • DevCrm16 Profile Picture
    DevCrm16 215 on at
    RE: Workflow timeout condition on date field

    Thanks, I ended up going with a similar variation that has three options "No Workflow Running" "New Workflow Start" and Workflow Running" these three options control the conditional branches and parallel wait branches. I figured that it would also make it easy to debug if needed later to know at what branch a workflow failed and make it easy to see what was happening to the record without having to hunt through the pending WFs. Thanks for the advice.

    5153.WorkflowCapture.JPG

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Workflow timeout condition on date field

    there is nothing "out of the box".. there is another workaround described here:

    community.dynamics.com/.../multiple-waiting-workflows-when-wait-conditions-and-timeouts-are-triggered-on-field-change

    (there is a "counter" field created there)

    I think you might also try creating a checkbox (workflow running/not running) on the entity..

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