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Dynamics 365 general forum

Recurring Real time Workflow

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I'm trying to create a real-time workflow for a scenario which is If a record gets created in a contact entity, add a recurring workflow to create an appointment in an "appointment" entity every month.  Attaching snapshots of the settings

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I tried to set up this workflow as a background workflow with a wait condition but it didn't work. Can somebody explain to me what's wrong with it?
 

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Recurring Real time Workflow

    Hi,

    You dont have to create a recurring workflow, you only need to create a  single appointment and with the help of custom workflow to set the recurring appointment.

    docs.microsoft.com/.../sample-create-retrieve-update-delete-recurring-appointment

    docs.microsoft.com/.../recurringappointmentmaster

  • Verified answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Recurring Workflow for Appointment

    Create a WF to run on create of contact. In the WF create a recurring appointment (every month).

    You don’t need a recurring WF but a single WF on contact creation which will create recurring appointment.

  • Community Member Profile Picture
    on at
    Recurring Workflow for Appointment

    I want to create a recurring workflow for creating appointments for a customer every month. 

    Every time, a new contact record gets created, I want to start a workflow which should create appointments every month for this record. Please suggest, how can I do this?


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