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CRM 2011 - Running workflow in different clients view

Posted on 2012-03-09
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Last Modified: 2012-03-20
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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Question by:tommym121
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Expert Comment

by:Chinmay Patel
ID: 37703031
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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Author Comment

by:tommym121
ID: 37707292
Yes, I am talking on CRM View of Client Entities
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Expert Comment

by:Chinmay Patel
ID: 37707474
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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Author Comment

by:tommym121
ID: 37715677
Chinmay,

Yes, you are right.  That is what I am try to do.  Sorry not being cleared in my question.
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Expert Comment

by:Chinmay Patel
ID: 37715729
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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Author Comment

by:tommym121
ID: 37742295
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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Accepted Solution

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Chinmay Patel earned 500 total points
ID: 37743373
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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Author Closing Comment

by:tommym121
ID: 37745729
Thanks
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