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Microsoft Dynamics CRM (Archived)

workflow conditions check

Posted on by

hi , i am trying to use workflow to update my record option set value & two option set value

      if(mainphone="123")then
update:(option set value;two option set value)

     otherwise if(mainphone="456")then

update:(option set value;two option set value)

     otherwise if(mainphone =" ") then

update(clear)

this is the condition. After the first on-field change ,my option set value is not getting updated(override) for the second time.
is there any problem with the logic.how to rectify. 

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  • ganeshm Profile Picture
    ganeshm on at
    RE: workflow conditions check

    3286.9.png3286.9.png

    these are the update setting for both the conditions. During update only my option set value isnt getting updated based on this value.

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: workflow conditions check

    Okay, please show us your settings for the updates.

  • ganeshm Profile Picture
    ganeshm on at
    RE: workflow conditions check

    yes thats right.but even then i cant see any changes 

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: workflow conditions check

    Your SCOPE is USER... is that correct? Only records OWNED by THIS user will be affected by your process...

  • ganeshm Profile Picture
    ganeshm on at
    RE: workflow conditions check

    yes i done that already.

    i am trying update a option set value in the account form based on this conditions.
    its working for the first if conditions but trying to do else part its not getting updated.

    4401.7.png

      

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: workflow conditions check

    Hello.

    And you have set the "Options for Automatic Processes"?

    Here you must check "Records fields change" and then select the field with help of the btn "Select".

    Please show us a screenshot.

  • ganeshm Profile Picture
    ganeshm on at
    RE: workflow conditions check

    thanks karsten wirl,

    well i can trigger my workflow as you said ,but while (in my above conditions) triggering them during 'field change' my option set value isn't changing.

    is my conditions are wrong.  

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: workflow conditions check

    Hi there.

    A business rule is triggered when the condition fits... it's like a jscript with an event handler on your field.

    A workflow needs a trigger to be started.. for example on create, update, delete.

    Kind regards,

    Karsten

  • ganeshm Profile Picture
    ganeshm on at
    RE: workflow conditions check

    thanks for your reply nithya,

    but what is the difference here. In business rules we use the same ' if else ' like the workflow (if ..then).why isn't working in workflow.

    How (various) workflow conditions work.

    please help me with some examples.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: workflow conditions check

    Hi,

    Instead of workflows, you could use business rules easily in this scenario.

    microsoft.com/.../create-business-rules-and-recommendations-to-apply-logic-in-a-form.aspx

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