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CRM 2011 - Running workflow in different clients view

tommym121
tommym121 asked
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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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Chinmay PatelChief Technology Ninja
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Distinguished Expert 2019

Commented:
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.

Author

Commented:
Yes, I am talking on CRM View of Client Entities
Chinmay PatelChief Technology Ninja
SILVER EXPERT
Distinguished Expert 2019

Commented:
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.

Author

Commented:
Chinmay,

Yes, you are right.  That is what I am try to do.  Sorry not being cleared in my question.
Chinmay PatelChief Technology Ninja
SILVER EXPERT
Distinguished Expert 2019

Commented:
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.

Author

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.
Chief Technology Ninja
SILVER EXPERT
Distinguished Expert 2019
Commented:
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.

Author

Commented:
Thanks

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