Update invoice using Dynamics CRM workflow when its status reason is changed to Canceled

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Posted on by Mohsin Ali

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I have activated workflow that kept an eye on the status reason, as soon as status reason is set to Canceled the workflow sets Process execution time to Canceled Date (Custom date field). But it seems not working and from System jobs it shows that The object cannot be updated because it is read-only.

Any suggestion?

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Neil Parkhurst 10,727 User Group Leader on at

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Sounds like you are running the workflow in background and this means that by the time the update is done to the invoice it has become readonly.

Have you tried making your workflow run realtime and execute "Before" status change?

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Mohsin Ali 3,634 on at

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I tried with Real Time Workflow, Status changed, Run before but no luck. Following is the skeleton of my workflow. Also, the WF is activated but I cannot see anything in system jobs about the execution of the workflow.

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Neil Parkhurst 10,727 User Group Leader on at

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I have tried this myself as a quick test .... and realised it isn't as simple as I first thought! When the workflow runs real-time before the status isn't yet "canceled". And of course by the time it is you go back to your original problem of not being able to update. (I even tried having the workflow change the status and set it back but that creates an end less loop error.)

So an alternative approach is needed. Some suggestions;

1. If you only need the date time of the cancelation. Can't you use the modified on date? As that won't change after canceled.

2. Create a custom approach to cancelation. That will do the updates you need and only afterwards actually change the status. (As you cancel from a ribbon button you'd effectively replace that with a custom button.)

3. Maybe alternatively consider having a custom entity that is written to when the status changes. (Via a workflow.) So you could keep an audit of the timing of all status changes. Or just cancelation if needed.

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Hi Mohsin

Tenfold, a third-party CTI application, can help you integrate MS Dynamics for a smooth sales workflow. It is registered as an Oracle partner and supports Asterisk. Main features include click to dial, caller ID and call logging. www.tenfold.com/.../dynamics

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Hi Mohsin
Tenfold, a third-party CTI application, can help you integrate MS Dynamics for a smooth sales workflow. It is registered as an Oracle partner and supports Asterisk. Main features include click to dial, caller ID and call logging. www.tenfold.com/.../dynamics

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