Solved

Event Driven Workflow Dynamics CRM

Posted on 2013-11-26
5
416 Views
Last Modified: 2013-12-10
I'm not sure what information you need but...

I am trying to create a workflow that adds a publication subscription to a contact based on some event (It might be date based or new record.  I need to make several).

Do I create the work flow based on a contact entity or a publication subscription entity?

Any ideas how to make this work?  Here is what I have done:

Created a new workflow.
Named it.
Entity: Publication Subscription
Category: Workflow
New Blank Process
Available to run as an on demand process
Starts When: Record is created

I create a condition check; in this case, if the contact's middle name is qwerty
If condition is true, create a new publication subscription to the Bulletin (one of our publications).  I set the contact as {Contact{Publication Subscription}}, the Publication to the Bulletin, the term date and the Publication fee.

I do not know where I have jumped track.  Any assistance would be appreciated.
0
Comment
Question by:ACUIWebDeveloper
  • 3
  • 2
5 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39678169
To answer you need to provide more information on what the events can be. Is it something that happens on a contact record or something else?

Whichever record type has the event happen (and I guess there could be more than one) is the one to write the workflow against. You can create new records in the workflow.
0
 

Accepted Solution

by:
ACUIWebDeveloper earned 0 total points
ID: 39678519
The event would be triggered on a recurring date and affect a new contact record being created, or a specific field being updated on an existing contact record.

If the conditions are met, the contact record gets a subscription added to their record.
0
 

Author Comment

by:ACUIWebDeveloper
ID: 39678541
Update:  I have successfully added a subscription to a contact record (thank you feridun) via the workflow.  But now, every time the workflow runs, a new subscription is added.  How do I prevent that?

I tried to add a nested 'check condition' under the first to check if there is an existing subscription.  But I have no option for Publication Subscription.
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39685639
Unfortunately, you can't check whether a record has child records in a workflow. Is the workflow automatic? What trigger did you use?  From your other comments I expect you that you need to select When record is created as the trigger.

IF you haven't done so already, I suggest that you draw up a flow chart of when subscriptions should be created with the triggering condition taking into account existing and new contacts.  That should help design the correct workflow.

I see from an earlier comment that you said "specific field being updated on an existing contact record". Does that mean a new subscription record should be created?
0
 

Author Closing Comment

by:ACUIWebDeveloper
ID: 39708071
This answer gave me what I needed to create the workflow
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
This Micro Tutorial hows how you can integrate  Mac OSX to a Windows Active Directory Domain. Apple has made it easy to allow users to bind their macs to a windows domain with relative ease. The following video show how to bind OSX Mavericks to …
Internet Business Fax to Email Made Easy - With eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, fr…

920 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

16 Experts available now in Live!

Get 1:1 Help Now