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Microsoft Dynamics CRM (Archived)

workflow

Posted on by Microsoft Employee

hi

i am trying to create a workflow where it generate account auto numbering after check a certain field

workflow is triggered on account entity and i am checking that field in new connection application , the first two steps are working however the rest are not working .

the problem that i have been not able to see the workflow it reached because it is on different entity 

anybody know how to get access to see that workflow where it has reached and what is ticked and what is not 

thanks

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  • ErdemErdem Profile Picture
    ErdemErdem on at
    RE: workflow

    can you put a few screenshots to explain the issue? That could be better to view the problem.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: workflow

    actually i want to see the process of the workflow triggering from another entity

    i am working in new connection application and workflow triggered when account is created

    idea about ?

    Note : new connection application workflow can be seen .

  • ErdemErdem Profile Picture
    ErdemErdem on at
    RE: workflow

    Hi.

    have you tried to go to the workflow and see the session details? It should show the session steps.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: workflow

    Hi,

    if it is a background workflow, untick the option 'Automatically delete completed workflow' and go to the 'Process Sessions' after the workflow ran. Now it will keep records of succeeded  workflows and there you can see the logs and steps

    WorkflowCapture.PNG

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