Workflow question....

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Posted on by USA80

I have a workflow creating a task when a user selects Yes or updates this field from No to Yes. Also, if the field is Yes, and they change it to No, a task will generate. However, now they don't want a task to be triggered when the field moves from blank to No. Can this be done, if so how?

Thank you.

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Verified answer

Rawish Kumar 13,758 on at

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RE: Workflow question....

Hi There,

Looks like that wont be possible through a workflow. as you need to know the origin of the value "NO" as in if its coming from a "null" value or a "Yes" value.

To achieve this , the only way possible is writing a plugin and using Pre & Post Images where you will be able to check what was the previous value and the next value.

if you do this i would suggest to remove this whole workflow an do everything the plugin itself just for simplicity.

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USA80 26 on at

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RE: Workflow question....

I have never wrote a plugin before. How do I do this and get it working?

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Mahadeo Matre 17,021 on at

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RE: Workflow question....

Hi..

Instead of Boolean attribute for Yes/No, create pick list option, and then you can easily able to use workflow to trigger based on value changed from Yes to No or No to Yes.

With Boolean attribute when new record is created what ever default value you set for attribute will be assigned to this field (either Yes or no), you will not get null for new records at all either in plugin or workflow..

Hope this will help..

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USA80 26 on at

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RE: Workflow question....

I need the default to be null when new record is created, because otherwise the user filling out the form, could just bypass that field.

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USA80 26 on at

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RE: Workflow question....

And I have it as a picklist already, with yes, no, and then blank by default

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Alex Fun Wei Jie 33,626 on at

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RE: Workflow question....

Hi,

I think you should use plugin to achieve this task, look for preimage and postimage capabilities.

Take a look below article on how to create such plugin.

community.dynamics.com/.../pre-image-and-post-image-in-dynamics-crm

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RaviKashyap 55,410 Moderator on at

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RE: Workflow question....

Hi,

You can try to trigger your workflow "before" the field changes. When you do this, you will get the old value and based on that you can write your logic.

Check these:

dyn365pros.com/.../using-microsoft-dynamics-crm-workflow-to-update-a-field-before-the-value-is-changed

community.dynamics.com/.../146362

Hope this helps.

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USA80 26 on at

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RE: Workflow question....

If I do real-time workflow, does it still run by itself behind the scenes or does the user have to manually kick it off? I tried to test this and nothing ran behind the scenes automatically.

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gdas 50,091 Moderator on at

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RE: Workflow question....

Hi ,

Make sure you save the record for real time workflow , you don't need to do anything .

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USA80 26 on at

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RE: Workflow question....

It seems to be running, but incorrectly yet. I am using child workflows as well now, as I should be right?

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