Microsoft Dynamics CRM (Archived)

Scheduled Workflow on Specific Day of Week

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Posted on by Community Member Microsoft Employee

Hi experts,

I'm using Workflow Elements by Kaskela Solutions (available on AppSource) to trigger a workflow every Wednesday.

I have a field called "Shipped" which is a Yes/No field in the project record.

My workflow should work as follows:

Check if project template equals "NOS"

Update the Shipped field to "No" each week

This workflow should be scheduled to run every Wednesday.

This is what I have so far but it doesnt seem to be working.

Screen-Shot-2018_2D00_03_2D00_12-at-2.40.56-PM.png

Please guide.

Thanks,

Jon

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Community Member Microsoft Employee on at

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RE: Scheduled Workflow on Specific Day of Week

That was extremely helpful Ravi.

Thanks so much!

Best,

Jon
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RaviKashyap 55,410 on at

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RE: Scheduled Workflow on Specific Day of Week

As I mentioned abive, if you set the workflow ondemand you can run it on existing recirds as well.

So select existing records for the grid, click run workflow
BadrinathB 970 on at

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RE: Scheduled Workflow on Specific Day of Week

No Jon if you attach your workflow to fire on created on then it will be triggered for newly created records not existing one. There are few samples available you can try. You should be able to achieve this by using the workflow timeout concept.

www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm

code.msdn.microsoft.com/Executing-Dynamics-CRM-93f3b52a
Community Member Microsoft Employee on at

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RE: Scheduled Workflow on Specific Day of Week

Is it not possible to call this for all the records (even existing records) in the entity?
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RaviKashyap 55,410 on at

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RE: Scheduled Workflow on Specific Day of Week

The workflow works for that record only and not all records. So basically each of your records will have a separate sessions/jobs of workflow.

Now this execution will be forever for this record. When you create a new record, it will have its own workflow session/job and so on.

You can have this workflow on demand and generate the first session manually, which will then automatically trigger the subsequent sessions.

Please not that there is a hard limit of 6/8 execution i.e. the workflow can be called maximum of 6/8 time within 1 hour. After this it will give a infinite loop error.

Hope this helps.
Community Member Microsoft Employee on at

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RE: Scheduled Workflow on Specific Day of Week

Hi Ravi,

I have set the workflow to run "on create of record" and timeout as 1 minute (just for testing purposes)

However, it is only updating the record which I created and not the other records.

Am I going wrong anywhere? I need this to update all projects' "shipped" Field to "FALSE"

Thanks,

Jon
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RaviKashyap 55,410 on at

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RE: Scheduled Workflow on Specific Day of Week

Hi Jon,

Just tried it (but couldn't test it) take a look-

Hope this helps.
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BadrinathB 970 on at

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RE: Scheduled Workflow on Specific Day of Week

Hi Jon,

May I know the triggering part of your workflow? When and how are you triggering your workflow. If you look into Kaskela's workflow component I believe he used Sleep/timeout option to trigger the workflow. You can go through the logic he has used for one of the case in the link below.

community.dynamics.com/.../229744
Community Member Microsoft Employee on at

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RE: Scheduled Workflow on Specific Day of Week

Thanks Ravi,

I'll give it a try

Best,

Jon
RaviKashyap 55,410 on at

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RE: Scheduled Workflow on Specific Day of Week

Do read this blog.clickdimensions.com/crm-workflows-wait-versus-timeout

https://crmbusiness.wordpress.com/2014/04/08/crm-2013-workflow-to-set-the-current-date-and-time/