CRM 2011 - can you open the email entity record and continue the work flow once email sent

Posted on 2012-03-09
Medium Priority
Last Modified: 2012-03-13
I use a workflow to create a email merged with data, then I would like to open the email up for the user to verify all the information.  Upon the user click send, can the workflow continue where it left off.  I would like to the workflow to wait for the email reply and continue process
Question by:tommym121
LVL 27

Accepted Solution

Chinmay Patel earned 2000 total points
ID: 37704135
Hi tommym121.

You can have a field[bollean] "Proceed Further" or any other suitable label on email form that user will set to true. And in your workflow, you will set it to trigger whenever this field is upodated and is set to true. Either you could create two workflows or you could set it so that unless thsi field is set to true, your workflow will stay in suspended state.


Author Closing Comment

ID: 37715666

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