55
I have queue in that I have 2 system views one is1.all email items and 2.all case items.
Now I am placing a button on queue item as remove button.it have to remove only emails and this remove button should not allow cases items to get delete from the queue.how can I handle this by real time workflow?
It worked thanks
Hi,
Ok, to prevent deletion of a case from a queue item, you can do that:
- Create a real time workflow for "Queue Item"
- Set "Record is deleted" only in "Options for Automatic Processes"
- Add a condition: "Object (Case)" => "Created On" => "Contains Data"
- In Then, Add a "Stop workflow" step
- Set status to "Canceled"
- Set Properties to a message like "Remove a case from a queue is not allowed".
- Save and Activates.
Workflow overview:
Condition:
Stop workflow step:
In action, when i try to remove a case from a queue:
I don't want to delete any record from queue.In all email view if I select any record and if I click on remove then it should remove from queue. For the case view it should not remove any record.
Hi,
If you want to do this via a workflow, you can follow these steps:
- Download Dynamics Workflow Tools: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases
Because a workflow cannot delete a record, this solution is required.
- Import the managed solution.
- Create a real time workflow for queue item.
- Add a condition: If Object (Email): "Created On" contains data.
This condition will ensure that only emails are removed.
- In Then: Run Delete record from mydyncrmWorkflowTools
- Set properties:
- Delete Using Record URL: True
- Record Url: Look for => Queue Item => Record URL(Dynamics) => Add => OK
Your workflow should look like this:
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (