I am uploading list of contact excel file to CRM i need to send a mail after completion of the contact upload process it is possible in workflow . please guide me.
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I am uploading list of contact excel file to CRM i need to send a mail after completion of the contact upload process it is possible in workflow . please guide me.
*This post is locked for comments
I think you can run a workflow when you start the import manually. Check for latest import records status. If not complete, wait for 30 min and then check again. Create a recursive workflow and once its complete then stop. You will have to write some custom code to fetch and store the ID of latest import record.
You need to update a field in each record uploaded, like the link below:
www.summitgroupsoftware.com/.../execute-workflows-bulk-using-export-reimport-functionality
Also you will create a workflow to be executed every hour(for example). You can add check conditions wich will check if there are fields updated(the field that indicates new records by upload process). Then if true, the workflow is triggered.
You can check the below post:
www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm
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Otherwise, you can use the same field and add a value in the last record. You need to create a workflow that check if field has a value that indicates the last record in the file and the email is sent.
how can i update a field when the upload is done can you explain it clearly please.
May be you can update a field when the upload process ends. The field updated trigger your workflow.
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