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?
ASKER
Yes, I am talking on CRM View of Client Entities
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.
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.
ASKER
Chinmay,
Yes, you are right. That is what I am try to do. Sorry not being cleared in my question.
Yes, you are right. That is what I am try to do. Sorry not being cleared in my question.
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.
Could you tell me what is the exact requirement here? I *might* be able to suggest better solution.
ASKER
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.
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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ASKER
Thanks
What do you mean by "Client View"?
Is it a field on the entity or we are talking about CRM Views?
Regards,
Chinmay.