ACUIWebDeveloper
asked on
Event Driven Workflow Dynamics CRM
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.
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.
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ASKER
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.
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.
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?
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?
ASKER
This answer gave me what I needed to create the workflow
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.