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Hi Community,
I have created a processes for an entity called Client Meetings which sends an automatic email when a report field is selected. The process worked until recently, but has now stopped. I created a new process, identical to the original which now works, but is sending duplicate reminders when the report field is selected. It only allows one owner to create the client meeting too and if anyone else creates one, the processes does not work at all. Do you know why this might be? I am unsure why so many reminders are being sent. Could you please confirm? Any help would be highly appreciated. Many thanks.
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Can you share the property of your workflow? This error occurs if you are trying to send email on behalf of someone else i.e. you have selected someone in the From field. Instead of that you can either create a queue and set the permission or dynamically set it to the created by of the record.
Hope this helps.
Hi,
Here you can find solution for your error with sending.
community.dynamics.com/.../211574
Kind regards,
Alex
Hi Moncef,
Thank you for the above. I have completed all of the steps and have amended the workflow to display what you have said below, but it is still not working for the other users. I have checked the Process Sessions and those created by others are currently 'waiting' and once clicked into them, they all have error messages stating ' You cannot send email as the selected user. The selected user has not allowed this or you do not have sufficient privileges to do so. Contact your system administrator for assistance.' I have amended all of their roles / security to mirror mine (as the work flow works for me) but it's still not working. Could this be down to something else?
Hi Emma,
If the scope is set to Organization, everyone should be able to execute the workflow. if your trigger is record creation so whenever a user create a record, the workflow will be triggered. It will work for everyone. (one workflow only for all organization).
Please mark this as answered if it's helps you to fix your problem.
Hi,
you don't need any duplicate workflows, just set the scope to Organization and workflow will work for all users.
Check your setting "Start when:" there should be "record is created".
[View:https://prnt.sc/lxf1p6:320:50]
Kind regards,
Alex
Hi Moncef,
Thank you for the below. If I am the owner of a work flow, can other users of the CRM create new records and the workflow work for them too? At the moment, only if I create a meeting the work flow works but if other create one, it doesn't. Do I have to create work flows for who ever is adding information or ask others to create identical work flows, but in their name, for them to work? Many thanks!
Hi Emma,
from your informations i understand that your process (WF) is running in the backround and it starts when field value of custom field (report field as you wrote) is changed and you have "If" your report field = yes, then send e-mail. Do you have some custom field for mark record as "Notification send"? It's good to have it as next WF step after Send e-mail, next will be Update record and just change field value of new custom field (boolean). At start of WF, you should have "if" which will controll duplicate send.
I'm using this as solution at few of my WF's so i can help with other questions.
Kind regards,
Alex
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