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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set a CRM 2016 ...
Microsoft Dynamics CRM (Archived)

How to set a CRM 2016 workflow to run on September 1st every year?

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Posted on by USA80 26

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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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Here is how that can be done:

    1. Create a custom entity and add a datetime field inside.

    2. Create a workflow for entity created on the step 1.

    3. Set trigger conditions to Create and Update of DateTime field.

    4. Inside workflow add wait loop till date field of entity.

    5. Add logic after wait loop.

    6. Add update of DateTime field to current date (1-st of september when workflow is executed) plus 1 year.

    7. Publish workflow.

    8. Create a new record of this custom entity and populate DateTime field with 1-st September of this year.

    Enjoy...

  • USA80 Profile Picture
    USA80 26 on at

    What if I add a hidden date field that would have the Sept 1st, 2018 in the field.  Then when it hits that date, the workflow will run, then I would need to update that date to the following year (for Sept 1st).  If this can be done, how would I do it?

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    I'm sorry but I'm not sure what exactly is not clear. Everything that you wrote can be done with workflow.

  • USA80 Profile Picture
    USA80 26 on at

    I will see if I can do this via hidden date field on the Account record then without creating a new entity, if this will still work.  Thank you.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    In this case - that should work fine.

  • USA80 Profile Picture
    USA80 26 on at

    How would I go about using JScript to put in Sept 1st of the current year when the Account record is created?

  • USA80 Profile Picture
    USA80 26 on at

    I have a workflow that needs to look at a new date field on the Account screen.  This new field needs to have a starting date of September 1st and then the current year.  Now when the workflow runs, it will need to update this new field, just the year part of the date though. 

    Example:

    Creation of Account record the new field is set to 9/1/ and then the current year, (so 9/1/2018)

    Once the workflow runs, it will have to update this new field on the Account record to be 9/1/2019, and so on.

    How can I accomplish this?  Business Rule?  JScript?  What ever which one it is, please let me know how.

    Thank you in advance.

  • USA80 Profile Picture
    USA80 26 on at

    One more thing...the workflow can only run once it hits the date

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Try something like

    var currentYear = (new Date()).getFullYear();

    var sept1st = new Date(currentYear, 8, 1);

    Xrm.Page.getAttribute("datetimefieldhere").setValue(sept1st);

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Can you please explain why do you need separated thread from this - community.dynamics.com/.../277819

    If you don't have reasons - I will merge into one - let's not create a mess on the forum.

    Regarding your question - you are looking for "Timeout" workflow - blog.clickdimensions.com/crm-workflows-wait-versus-timeout

    So your workflow starts when Account is created and "September first field" changes and timeouts until value from "First September" field.

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