How to make a workflow wait until an user input is received?

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Posted on by ManasK

Hi,

We have a requirement, where a business user reviews an Application record and on approval a process gets triggered that creates records in multiple entities using the Application record data. Before creating a record the process makes a call to an external web service to check for possible duplicates. If duplicates are found then the process would need to show a UI dialog for resolution and resumes the next steps until an user input is received.

Is this achievable from out of the box functionality? Or do we need to develop custom code? Please provide some guidance on the design.

Thanks.

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Mahendar Pal 45,095 on at

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RE: How to make a workflow wait until an user input is received?

Hi,

You can't show dialog and progress to next step workflow, so you can't implement this all in workflow,but one possible option could be to implement this in plugin (custom code), so in your plugin you can setup a approval process ( you can use, plugin and actions (in case you want to trigger your approval through some ribbon button)), you plugin can call webservice and validate the records if there is any error, you can use form notification to show them on form, here is the reference for this: missdynamicscrm.blogspot.com/.../convert-crm-plugin-message-to-crm-alert-form-notification-javascript-from-plugin-csharp.html