Workflow....trying to get my head around how to do particular workflow... RRS feed

  • Question

  • Hi,

    I have been asked to come up with a workflow that does the following...

    1: Runs a saved advanced find - called Completions - DIO's (This is a list of trainees that have completed training within a specific date range)

    2: Print a Certificate for the Trainees (Currently the list from the Advanced Find is exported to Excel and then Mail-Merged to a Word Template (Outside of CRM) where the correct fields are selected and then printed accordingly as well as Labels with Name and Address details etc) NOTE: I would like to see this done within CRM rather than have a separate process etc.

    3:  Certificate is Awarded to the Trainee within the CRM system with default fields pre populated based on their qualification gained.

    I am just trying to get my head around how a workflow would be created to do these tasks as 1 On Demand Workflow, which may also run Child Workflows, and logically it certainly seems that this would be achievable, it is the working out of how this will be best done..hope that makes sense ;-)

    Cheers and regards Rossco
    Thursday, October 7, 2010 10:27 PM


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