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Microsoft Dynamics CRM (Archived)

Unable to add Workflow into a Process

Posted on by Microsoft Employee

Hello all,

I am encountering an issue within the CRM regarding adding a workflow into a case process. When creating the workflow, I made sure that the workflow was assigned to have the 'Workflow' Category and the 'Case' Entity. After creating the workflow and adding any necessary details into it, and then activating the workflow, I expected to see the workflow populate in the Look Up Record dialog within the Process Editor.

However, this did not occur. Recreating the workflow gives the same result. I have all permissions needed (I am assigned Global Administrator permissions), the workflow is shared and available to read/write/etc. for all parties required, and have searched for a resolution in MSDN, StackOverflow, here at the Dynamics Community, and others, but have come empty handed. Refreshing my login has no effect, as well as restarting my browser. I am able to see the workflow in My Processes, and verify that it is activated, in the correct category, entity, etc.

Any assistance into this matter will be much appreciated, thank you.

*This post is locked for comments

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Unable to add Workflow into a Process

    Glad to help.  :)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to add Workflow into a Process

    Absolutely incredible, I've been bested by a single checkbox. I realize this was my own misunderstanding and clearly have to re-educate myself. This fixed the issue, thank you for the quick reply!

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Unable to add Workflow into a Process

    Did you make sure you set the workflow to On Demand?

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