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Microsoft Dynamics CRM (Archived)

Dialogs to run a workflow

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Posted on by 1,695

CR2016 ON Premises

Is this possible or suggestions

I have the need to an operator to run a dialog which would pass a parameter to a workflow. Is this possible and if so how to do it

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  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Dialogs to run a workflow

    Hi

    I have had similar scenarios to implement, and here is what how achieved this

    Collect the data using dialog prompt and response and save the collected value to fields on the current entity or you can have a separate entity for the data collected.

    And then in the dialog, you can call start child workflow to trigger the workflow on that record that has the data collected.

    Note : You have to set the workflow to be a child workflow

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dialogs to run a workflow

    Hi,

    You can set a value using dialog and then have you workflow trigger on that value and use that value in your workflow.

    Hope this helps.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dialogs to run a workflow

    Hello,

    Workflow can't accept parameters but actions have that possibility. I believe this is your way to implement your scenario.

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