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Hi
I would like to schedule a workflow and make it runs on a selection of records. It could also run on all records I guess and add a condition in the workflow.
EntityA has a DueDate field and a status field. On a daily basis, for each record in Entity A I want to check if DueDate is in the past, and if it, change the status.
I know how to schedule a workflow to run daily but I don't know how to make it run for all records or for a selection of records.
Thanks
You can try the workflow scheduler developed by Lucas Alexander, see his Github site below:
https://github.com/lucasalexander/AlexanderDevelopment.ProcessRunner/releases
His solution creates a entity call recurring process which allows you to input fetchxml and run workflow on target records.
I used this and it worked. But note that from time to time the process is not triggered and you will have to reset the next starting time to resume scheduler.
Hi
The workflow does not support querying or looping through a list of records. I have had a similar requirement to implement in a few past projects and please see below for the details on the approach I followed.
01. Created Custom Workflow Activity that will use Query Expression to get all the records that need checking and then performs the update. - The CWA also took all the parameters
02. I then Created workflow and called the CWA created in Step 1 - This workflow won't trigger on any record events, its only set to be called as a child workflow
03. The final step is to create a Workflow that runs on a scheduled basis and call the workflow created in step 02
Hi
Sorry I forgot to mention, we are using on premises 8.2. The part I am more interested to solve is how to run it on all record / selection of records when it is schedule. I know how to solve the scheduling part (I have seen other post about it) and I know how to use a workflow in bulk on demand (using the XRM tools) but I don' know how to do both at the same time.
Thanks
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