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Microsoft Dynamics CRM (Archived)

Workflow Update Task

Posted on by Microsoft Employee

Greetings! I am on Dynamics 2011 and trying to create a workflow that will update Tasks.

I assign Tasks that could be phone calls or emails.

I can sometimes have hundreds of tasks hit me all in one day triggering a mass email usually.

I will download those tasks with the associated names and emails and place into our email service CleverReach.

But then I have hundreds of tasks I need updated!!!!

I built an OnDemand Workflow that Updates the Task Subject line and the Due Date.

It also places a string of text into the Notes area of the Task.

The issue is it places the text string at the end of the existing text.

I want to place the new text line at the top!

Example - The text I want to place is akin to this:

2/1/18 - Emailed reminder of upcoming seminar through cleverreach

There is existing text from past tasks:

1/18/18 - Called and left voice message

1/2/18 - Emailed list of events... so on.

I want the new text string to be on top and the one below to line up underneath so I don't need to go in and edit.

Any variables I can use?

Thanks!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow Update Task

    Awesome! Thank you so much! Works like a charm now!!!

  • Suggested answer
    KylieKiser Profile Picture
    KylieKiser 2,174 on at
    RE: Workflow Update Task

    It sounds like you are using the "Append With" operator which will put your message at the end of the existing description.

    TaskDescription2.png TaskDescription2.png

    Instead, just type the message you want at the beginning in the text box and then use the Dynamic Values to insert the description after that. This will put your message at the top and the current description at the bottom.

    TaskDescription3.png

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