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Triggering a workflow

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Posted on by Community Member Microsoft Employee

I know I can trigger a workflow if a record is changed but I want to trigger a workflow if a record has a certain indicator. Here is the example I have. I create a new case and one of the fields in the case is "State of Equipment" and the options are "good" "ok" "fair" "obsolete". If the person indicates that the equipment is obsolete and saves the record I want it to trigger a workflow. I do not want it to trigger a workflow in an other state.

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Darshik 295 on at

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RE: Triggering a workflow

Hi dataint,

You can check the condition in workflow. if condition satisfied it will execute you action.

Regards,

Darshik
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TylerS.Dev 725 on at

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RE: Triggering a workflow

You can add an if statement to check the options, if "State of Equipment" <> "osbsolete" then add the steps afterwards.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: Triggering a workflow

Hi dataint,

You cannot do that. You will need to trigger the workflow when the 'State of Equipment' field changes and then check that the value of the 'State of Equipment' field' is "Obsolete" with a Check Condition.

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