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Assign any entity record automatically to a specific queue (by not using the default user queue) RRS feed

  • Question

  • Hi,

     

    I'm trying to automatically assign any entity record (Leads) to a very specific queue (Backoffice).

    Pay attention: the default queue for the users that create the Lead is something else then this queue Backoffice and it should remain like that.

    I looked a bit on the internet and it should be possible to achieve this by creating an on-demand process (workflow).
    This workflow should contain a step type "Create Record" for Queue Items. Within this Queue Item I choose the corect queue, but with Queue Item I'm a bit troubled. There I use the Form Assistant to set a dynamic value for this field.

    I already tried the fields {Lead(Lead)} and {Master ID(Lead)}, but nothing of this worked.
    What am I doing wrong? Or maybe I shouldn't do this with a process but on another way?

    Any help would be gladly appreciated!

    Regards,


    Sven8E
    Thursday, September 15, 2011 5:51 AM

Answers

  • Hi

    I use this all the time. I am using {Lead(Lead)}  for queue item. It is working perfectly. When you run the workflow, do you get any message like saying "Confirm Application of the workflow"?

    Open up the lead you ran the workflow on and click on the workflows on the left navigation.

    You should have a entry for the workflow there. If its not there your workflow is not running.

    Give this a bit of a time after running the workflow as it is asynchronous.

     

    Lastly check if your asynchronous services is running.

     

    I hope this helps.

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Marked as answer by Sven8E Friday, September 16, 2011 5:29 AM
    Thursday, September 15, 2011 7:02 AM

All replies

  • Hi

    I use this all the time. I am using {Lead(Lead)}  for queue item. It is working perfectly. When you run the workflow, do you get any message like saying "Confirm Application of the workflow"?

    Open up the lead you ran the workflow on and click on the workflows on the left navigation.

    You should have a entry for the workflow there. If its not there your workflow is not running.

    Give this a bit of a time after running the workflow as it is asynchronous.

     

    Lastly check if your asynchronous services is running.

     

    I hope this helps.

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Marked as answer by Sven8E Friday, September 16, 2011 5:29 AM
    Thursday, September 15, 2011 7:02 AM
  • Hi Amreek,

     

    Glad to know I'm on the right track, but unfortunately is still doesn't work due to other raisons.
    I checked the system jobs within my settings after executing the workflow. The concerned system job has been set to waiting.
    When checking the details the system is giving me this information:

    Workflow paused due to error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal team (Id=3dd34cd7-01d2-e011-8e2d-1cc1dee8ea59, type=9) is missing prvReadQueue privilege (Id=b140e729-dfeb-4ba1-a33f-39ff830bac90)Detail: 
    <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">  <ErrorCode>-2147209462</ErrorCode>
      <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <Message>Principal team (Id=3dd34cd7-01d2-e011-8e2d-1cc1dee8ea59, type=9) is missing prvReadQueue privilege (Id=b140e729-dfeb-4ba1-a33f-39ff830bac90)</Message>

    So the user/team has unsufficient security rights? That's a bit odd because I created the lead with an user who has the system administrator role. The lead is also owned by this system admin user.

    I found that the security role System Admin has not been assigned to the default team for this user so I did this also. Then I created a new lead (I of course waited a bit)  but this still doesn't change anything.

    It's CRM Online so I presume the asynchronous services are dealt with by the Microsoft people? I didn't found them in my services list.

    Thanks for your help.

    Regards,

     


    Sven8E
    Friday, September 16, 2011 5:20 AM
  • Hi Amreek,

    I found it. The issue was that the team assigned to the Queue Item list didn't had sufficient rights because we're working with a structure of business units.

    Thanks for your help!


    Sven8E
    Friday, September 16, 2011 5:29 AM
  • Good stuff buddy.
    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Friday, September 16, 2011 11:21 AM