Adding Custom Entity to Queue using a workflow

(0) Share

Report

Posted on by Wayne Taylor UK

Hi All

I have Dynamics CRM 2016 On-Premise and have a workflow that processes a custom entity based on certain field changes.

I want to have this workflow add the custom entity item its processing to a Queue, but cant seem to see how to do this OOTB. Is this something I need to create a custom workflow to do?

I can select an Action to ADDTOQUEUE and can set the DestinationQueueID but cannot find a way to set the Target.

I have enabled Queues for the entity.

Thanks
Wayne

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

Thomas David Dayman 11,323 on at

Like (0)

Report

If you want to do this then you can just create a new Queue Item looking at the custom entity? You will need to take the GUID of the Queue and populate into each of your environments.

Was this reply helpful? Yes No
Wayne Taylor UK on at

Like (0)

Report

Thanks, so are you saying do this in a custom workflow then, or should I be able to do this without any coding?

Was this reply helpful? Yes No
Thomas David Dayman 11,323 on at

Like (0)

Report

No you can do this in a regular workflow by creating a Queue Item Record

Was this reply helpful? Yes No
Wayne Taylor UK on at

Like (0)

Report

Thanks for the reply.

I must be missing something basic then!

In the CREATE QUEUE ITEM screen in the workflow, I can select the QUEUE ok by just typing the Queue name and it resolves OK, but I cant work out how to add anything to the "Queue Item" part?

thanks

Wayne

Was this reply helpful? Yes No
Thomas David Dayman 11,323 on at

Like (0)

Report

So make sure that your custom entity has Queues enabled in the configuration. I think this will create a Queue Item when a record is created. (I cant remember if this does or not)

(If not) In the Queue Item part your lookup to your custom entity record which has been created?

Was this reply helpful? Yes No
Wayne Taylor UK on at

Like (0)

Report

Entity has got Queue's ticked, but the problem is I cant get an entry into the field, as per the screenshot below, the only lookup I get when I select the Queue Item field is Volunteer - Surname and there is nothing else in that field pulldown!

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

@ wayne-taylor-uk, I know it has been a while since you posted this, but I am wondering if you have been able to achieve that? I am trying to do the exact same thing. Thanks!

Was this reply helpful? Yes No
Suggested answer

Dynamics Objects 365 550 on at

Like (0)

Report

@Rookie-CRMing , Instead of creating the Queue Item, now the OOTB action - "AddToQueue" can be used --> docs.microsoft.com/.../addtoqueue

In your workflow, you can add a step --> Perform Action --> AddToQueue

Let me know your feedback if it worked.

Was this reply helpful? Yes No