Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Workflow for mails is sending Mail while completing a Task

Posted on by 225

Hi all,

I have created a workflow for sending mails through CRM on the due date of a task. The workflow has a condition i.e checking for Task Status as Open and then send  mails to Task Owners . It is working fine but it is also sending mails whenever i m completing a Task.

I also added the condition of checking the status as Complete/closed then the workflow should stop working but it is still sending mails while completing the task.

The workflow has one more condition to update a field value for sending recursively mails until the task is complete /closed. Has anyone faced any similar issue?

Thanks in Advance

This is the main workflow

8508.workflow.PNG

This is the chilld workflow

childworkflow.PNG

*This post is locked for comments

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Something like this:

    33566.1.PNG

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Workflow for mails is sending Mail while completing a Task

    can you plz provide me the screenshot of the scenario you are talking about.. I am not able to get it clearly..it would be really helpful.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Are you just adding the condition? You can do it in two ways:

    - Add a condition to check if the status is NOT open. Then stop the workflow inside that condition. Keep everything else as is

    - OR add a condition to check if the status IS open. Then you'll have to re-create your existing "send" email steps under that condition

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Workflow for mails is sending Mail while completing a Task

    If i am checking the status ,I am not able to update the fields value after that.it is showing error while activating the Workflow.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Both.. Anywhere you are sending that email, verify the status first since the status can change while the workflow is waiting

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Workflow for mails is sending Mail while completing a Task

    you are talking about the main workflow or the child workflow condition?

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Hi Varsha,

     add another condition after the "wait" but before you send an email (same as you have already.. just check for the status)

     The problem with your current condition is that it's verified before "wait" - you actually need to do if after(since task status can change while the workflow is waiting)

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Hi Alex ,

    Thank you for your response ..I have uploaded the Wotkflow screenshots .

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow for mails is sending Mail while completing a Task

    Hi,

     could you

    1) Post a screenshot of your workflow

    2) Confirm that this behavior is happening on a completely new task, too? If you had some tasks for which the workflow was, already, running, and if you updated workflow definition.. those older instances of the workflow would still be using old definition

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans