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Microsoft Dynamics CRM (Archived)

Workflow must cover below scenarios

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Posted on by 55

Hi any body can please help me complete this scenarios

Workflow must cover below scenarios:

1. If book was returned earlier than planned check in date, status would be check-in and workflow should not send email

2. If book was returned earlier than planned check in date, and another person checked out same book, workflow should not send wrong email to second person.

i am using below fields 

book title : name of the book

Owner : librarian

ISBN : book serial number  

Public Year : book publish year 

Book status : returned / not returned (librarian will fill this field) 

checkout date : book issued date (ex : 05/31/2018)

check in date : it will add days to checkout date (EX : 06/09/2018 )

cover price : book cost 

book category : ex( fiction, history etc ...)

book_2D00_form_2D00_fields.JPG

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    on at

    Have a DT field Expected Checkout Date....and fill in the value when book is checked in

    You need to have Time out until Expected Checkout Date..... then check the condition if the status of the record is returned or not..... if it is not checked out then send an email

    lets say if the book is returned before  then make Expected Checkout Date to that current date i.e. the date the book is returned. Have a workflow to update the status are returned

    Its better to trigger the workflow on create and on change of Expected Checkout Date so that the workflow instance running in the background will be stopped

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