Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Process: Job set production location

(0) ShareShare
ReportReport
Posted on by 340

Hello,

I went to settings, solutions, and click on a specific solution name, in there I click on processes and there is a process that is set production location. When I click on that, on the bottom of that pop up is some logic rules.

The rules would say something like 

if sales person is this, this, this, and job status is active and job production is not equal to this location or this location update production location to this.

How do I edit the rule if I were to add more sales person or remove a sales person. 

  • Johnseito Profile Picture
    340 on at
    RE: Process: Job set production location

    wow, thank you, that is great. Is resolved.

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Process: Job set production location

    Hi partner,

    If you want to edit the filter conditions, you should deactivate the workflow first.

    pastedimage1571279542799v1.png

    Then click the filter conditions for editing.

    pastedimage1571279582830v2.png

    pastedimage1571279598215v3.png

    Here are some blogs about how to use workflows for you.

    https://crmbook.powerobjects.com/system-administration/processes/workflows/

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps

    Hope it helps.

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Siv Sagar Profile Picture

Siv Sagar 149 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 57

#3
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 53 Super User 2025 Season 1

Overall leaderboard

Product updates

Dynamics 365 release plans