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CRM 2011 - Running workflow in different clients view

I have a workflow under client entity,  I would like the execution go through  different logical path within the workflow depending on which client view I initiated from?
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tommym121
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tommym121
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1 Solution
 
Chinmay PatelEnterprise ArchitectCommented:
Hi tommym121,

What do you mean by "Client View"?
Is it a field on the entity or we are talking about CRM Views?

Regards,
Chinmay.
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tommym121Author Commented:
Yes, I am talking on CRM View of Client Entities
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Chinmay PatelEnterprise ArchitectCommented:
I am afraid that there is no straight forward way to achieve this.
Let me just re-phrase the question, let me know if I got it right.

User will select a CRM View and then select few records on a given page and run a workflow on them manually.

Your workflow should be able to determine which view was selected when these workflow was called and then based on the view your workflow will execute different steps.

Is this what you are trying to achieve?

Regards,
Chinmay.
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tommym121Author Commented:
Chinmay,

Yes, you are right.  That is what I am try to do.  Sorry not being cleared in my question.
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Chinmay PatelEnterprise ArchitectCommented:
I am sorry but I don't think this can be done by any means that one might conisder straight-forward.

Could you tell me what is the exact requirement here? I *might* be able to suggest better solution.
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tommym121Author Commented:
I have create a view for 30 days past overdue account, another view for 60 days past overdue.
 I will like the workflow to aware which view I am on to execute different logic path.
For 30 days, I like to send out the email to the account manager, For 60 days overdue, I like to send out a email both to account manager and supervisor.
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Chinmay PatelEnterprise ArchitectCommented:
Hi tommym121,

It is not possible to achieve with CRM OOB features.
Would you like to try a solution based on SDK - I might be able to suggest C# or JavaScript to achieve this.

Basically, you get the fetchxml and then execute it to get the record ids and then you can use ExecuteWorkflowRequest : http://msdn.microsoft.com/en-us/library/cc155961.aspx
accordingly.

Let me know if you need more clarification on the same.

Regards,
Chinmay.
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tommym121Author Commented:
Thanks
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