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Workflow to Move Cases to Queue by Parent Subject RRS feed

  • Question

  • I would like to be able to write a workflow that allows me to assign a case to a particular queue based on the subject of the case.  Right now I have about 30 different subjects under a parent subject.  I do not wish to make a 30 stage long workflow to have cases moved to certain queues.  And the 30 stage long workflow would be for each of the 4 departments my company has.  Is there a possible custom relationship attribute that could define the parent subject in another field (on the case form) that would be able to allow me to define the workflow to check the parent subject but still give customer support the ability to specifically drill down to the exact subject?
    Monday, March 29, 2010 2:11 PM

Answers

  • You can read a value of the subject and using fetchxml you can read a parent of the subject. So you can save parent subject in the field and you it in the workflow.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, March 29, 2010 4:27 PM

All replies

  • You can read a value of the subject and using fetchxml you can read a parent of the subject. So you can save parent subject in the field and you it in the workflow.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, March 29, 2010 4:27 PM
  • Thank you for your response.  I have downloaded fetchxml and it looks like a mighty handy tool.
    Tuesday, March 30, 2010 11:37 PM