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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Date Based Workflow
Microsoft Dynamics CRM (Archived)

Date Based Workflow

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Posted on by Community Member Microsoft Employee

Hi All,

My name is Gerry,

I have asked questions before regarding time/date based workflows. I thought I was gaining understanding, but I still seem to be struggling with the use of timeout or wait conditions in a workflow. I have a custom entity named lease that has an expiration date field on it. I'm trying to create a workflow that will create a task at or within the 30 day mark of the lease renewal. Meaning if the lease expiration date is 5/01/2017, I want the workflow to create a task on 4/01/2017 notifying the own to take action. To test out the workflow, I usually set it for a few minutes instead of the 30 day mark I'll actually need. At this point it runs successfully, but is not creating a task. I'm not sure where I'm going wrong. Any help would be greatly appreciated!

Couldn't figure out how to enlarge the image but it has a check condition to verify the type of lease, then a 2 minute timeout until the lease expiration date, and then it creates the task.

Date_5F00_wkfl.png

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Date Based Workflow

    Thanks everyone for all your help. I updated my workflow using tools within the link from Nithya and it has successfully worked!

    Jerry

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Date Based Workflow

    Hi Ilgy, I checked the properties and it shows as successful, however it did not operate as I had expected. I assumed the workflow would create the task 2 minutes before the date/time entered into the expiration date field, but the workflow ran immediately when the check condition and start trigger was satisfied.

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Date Based Workflow

    Hi Gerry,

    As ilgy suggested, you can open the running Process session.  If you can provide a screenshot of this, we can help you further.  The Process session shows which steps the workflow executed and the status of the each step.  If there is an error, the error details area will have further details.  I have a feeling it never get to the Create: Task step due to the value in Expiration Date of Lease may not be what you think it is.  As Prashant suggested, please make sure the field is in DateTime format not Date only.

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Date Based Workflow

    Hi Jerry,

    Please refer the link below .

    www.magnetismsolutions.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Date Based Workflow

    Expiration Date has to be in Date & Time format if you are testing in minutes and not days.

    Otherwise it should work, if still doesnt work, please share screenshot of task properties from workflow

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Date Based Workflow

    You should be able to look at the properties of the workflow that ran and see what steps it took and if it is succeeding or failing.  Select your entity and click the drop down at the top by the name and select process sessions - background process.  Then find your workflow check status and look at the steps.  Also check the details section to see if there are any messages.  (BTW you can resize the image when you upload but you can also click the post image to open full size.)

    backprocess.png

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