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Create Activity out of Workflow

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Posted on by Community Member Microsoft Employee

Hi,

I am new to Dynamics 365. I am trying to create an Activity out of an Workflow.

I was searching on google and stuff, but I could not find something that would help me out.

Is there a simple way to create for an example:

If Field “xy” is filled create an activity for user “max” - go shopping.

I am happy to hear from you,

Julian

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Customer Service

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Answers (1)

Michel van den Brink 4,697 on at

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RE: Create Activity out of Workflow

Any time, glad things are working :-)

-

To help you even further, here's a few docs about workflows you can use a a reference guide:

docs.microsoft.com/.../workflow-processes

docs.microsoft.com/.../configure-workflow-steps

docs.microsoft.com/.../best-practices-workflow-processes
Community Member Microsoft Employee on at

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RE: Create Activity out of Workflow

Awesome it is working great! Thank you Michel!
Community Member Microsoft Employee on at

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RE: Create Activity out of Workflow

Thank you very much! This looks like it is exactly what i was looking for.

I will try it right now!
Verified answer

Michel van den Brink 4,697 on at

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RE: Create Activity out of Workflow

Hello Julian,

You can use the workflow designer to create this workflow.

To into 'Processes' in the 'Settings' area

Add a new process

Choose category 'Workflow'

Select on which entity to start these workflows
(Workflows can ONLY start on records, not out of the blue)

In the workflow designer, use the button 'Add Step' to add a 'Check Condition' step
Click the blue hyperlink labeled '(click to configure)' which will open up a query window

(click to enlarge)

Use the query window to specify your condition and after that click Save and Close
Like you say, "If Field XY contains data"

In the large gray area, click just underneath the newly added condition where it says "Select this row and click Add Step" to make that row blue

Click 'Add Step' again and this time choose to add a 'Create Record' step

(click to enlarge)

Specify which entity you want to create (I've used Task as an example) and use the 'Se Properties' button to enter values for the records fields

(click to enlarge)

For activation, choose one of these options

'As an ondemand process'
Enables you to run the workflow when ever you want by using the 'Run Workflow' button on entity forms

'Record created'
Runs the workflow automatically when a record has been created of the type you run your workflow on

Record status changes

Record is assigned

Record fields change

Record is deleted

Ensure to set the 'Scope' to organization if you want EVERYONE to be able to use this workflow, otherwise set it to User (so only you, the owner, can run it) or Business Unit (so only people in the same BU can use it)

Save and activate your workflow

Hope this helps you on your way!

If you found my answer helpful, please help the community by marking it as such/verified :-)