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I need to create a workflow that runs on September 1st every year. How can I do this? I don't see a date field to set this to run when I build the workflow.
Thank you in advance for your help.
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Hello,
I have my first line in the workflow which is checking for certain fields (not checking the date field...should it be?). The next line I have a wait condition. I am unsure of this step. Is the picture that I am showing here what I need to do so that it runs on 9/1? If so, then how do I get the next step of update the date field = date field + 1 year, execute the workflow again. The new workflow will be awaiting for the next year.
Hi,
I agree with Andrew this can be done within the standard customizations of CRM. But needs some (deeper) knowledge of the customizations possibilities within the system. I see two options.
1. Create a workflow that triggers on create of the account and can be triggered as a child workflow.
The workflow starts on the create of the accounts. Put in a wait condition to wait for the certain date (1st of september). When this is date is met, do your logic, update the date field = date field + 1 year, execute the workflow again. The new workflow will be awaiting for the next year.
This approach can be done when there is limited amount of accounts in your system. You do not want to have a lot of waiting workflows in your system, this will have negative impact on performance.
2. Make use of distributed workflows. Create a new entity e.g. 'bulk sender'. Implement the same logic on this entity as described above. So wait for a date, do logic (see 2a), update date field, execute workflow again.
Create a an n:1 relationship between account and 'bulk sender'. Create a workflow on account to fill in the lookup field for 'bulk sender'.
2a. The logic will be to start a workflow on all the accounts; this workflow will contain the logic to be executed.
Good luck, cheers,
Sander Daudey
So I am on the Account entity and my field is there, which I called it JSON and it is a date field. The field does populate with 9/1/2018 right now. My issue is with the workflow now. My start of the workflow is that if it meets the certain criteria and the computer date is 9/1/2008 then it should send an email. This workflow should only run 1. Then after the workflow runs the JSON date filed should get automatically updated to the next year, but same month/day.
I can create the logic in the workflow, but I am not sure how to make the workflow look at the JSON File as well as the system date of the computer to wait until 9/1
Hope that makes sense. Sorry I am not the best with these.
Hello,
Is this thread different to this - community.dynamics.com/.../277819 ?
I am trying to think of a way that I can trigger a workflow based off a date field. So when the date field hits 9/1/2018, it will generate a workflow that will send an email out. Then I would need that date field to update to the next year. The workflow can only run once per record for that day/year.
Any ideas is greatly appreciated.
I don't get an error anymore, but still can't get the workflow to generate correctly. I am stuck on how the workflow can look at the date to see if is 9/1 and then run, then wait a year and run again.
Then you will have to learn how to troubleshoot JS - blogs.msdn.microsoft.com/.../debugging-custom-javascript-code-in-crm-using-browser-developer-tools
Good luck.
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