Workflow wait condition scenario

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Posted on by New Crm learner

Hi, we have a custom entity which is linked through subgrid in Account entity. There are two date fields X and Y in my custom entity.

So when the user enters date in X now that my workflow should trigger after 5 minutes and should check for date in Y.If there is a date in Y field then workflow should stop.
If there is no date, then it should send an email and after 10 min it should check for date, if not it shouls send an email. In the similar way it should check for 15 min and 20 min. (If there is date workflow should stop, This is some what like generating a remainder until we have a date in Y field)

Any help with screen shots and steps is highly appreciated.

Thanks

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Vipin J 1,583 on at

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RE: Workflow wait condition scenario

Hi,

Just be careful when using a wait condition

I went into a situation where I was required to make changes to business logic after it went Live in Production.

There could be Old waiting workflow instances that needs to be well taken care off by first cancelling and manually running new workflow logic.

I have written a .Net piece of code for doing this - refer here

[View:https://vjcity.blogspot.com/2019/09/cautiously-changing-logic-of-existing.html:750:50]
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Nithya Gopinath 17,074 on at

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RE: Workflow wait condition scenario

Hi Sam,

The following links help you to learn more about workflow wait conditions.

blog.clickdimensions.com/.../crm-workflows-wait-versus-timeout.html

www.magnetismsolutions.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011

www.powerobjects.com/.../multiple-waiting-workflows-wait-conditions-and-timeouts

Hope this helps.
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Nadeeja Bomiriya 6,804 on at

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RE: Workflow wait condition scenario

Hi Sam,

Here are the steps and some screenshots.

1. Create a workflow that triggers when Field X is updated.

2. First step, add a Timeout step to wait for 5 minutes. (Timeout is a substep in Wait Condition. Therefore, add a wait condition and then configure the steps as below. Below example was for the second wait condition. Hence 10 minutes. Make sure, in the Form Assistant, you select the Minutes > After > Look for (Process) > Execution Time in order.) This step will wait for 5 minutes from the from the current time.

3. Next add a condition to check the Field Y (in my example Anniversary) and Stop Workflow if condition is met.

Ideally, you should create a new DateTime field in your custom entity and update the value after every Timeout and use that field to configure the timeout from second Timeout step. That way, you can perform this more accurately. I haven't tested this so may have errors, but you should get the idea.