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Microsoft Dynamics 365 | Integration, Dataverse...
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Process: Job set production location

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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. 

I have the same question (0)
  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    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

  • Johnseito Profile Picture
    340 on at

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

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