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CRM 2011 workflow question RRS feed

  • Question

  • When using slugs in a workflow at what point does the workflow gather the data for the slug. IE if in a workflow I have an email set to send to the owner of an account when a date is reached within the account does the workflow gather the owner of the account at the time that the workflow is triggered or at the time that the email is actually sent because the date has been reached.

    Thanks Jenn

    Tuesday, May 5, 2015 2:35 PM

Answers

  • The data will be gathered when the step is executed, so in this case it will be when the email is sent

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Proposed as answer by Cornel Croitoriu Thursday, May 7, 2015 6:51 AM
    • Marked as answer by JenniferNHS Wednesday, June 24, 2015 7:34 PM
    Tuesday, May 5, 2015 3:23 PM
    Moderator

All replies

  • The data will be gathered when the step is executed, so in this case it will be when the email is sent

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Proposed as answer by Cornel Croitoriu Thursday, May 7, 2015 6:51 AM
    • Marked as answer by JenniferNHS Wednesday, June 24, 2015 7:34 PM
    Tuesday, May 5, 2015 3:23 PM
    Moderator
  • That is what I would anticipate happening however through tracking I can see that the workflow initially triggered to a wait state in December 2014, the owner was updated April 23 and the date condition was met May 2nd. The old owner was still sent the email notification not the new owner as I would expect based on the audit trail. Any thoughts on why it would hold the old owner.
    Thursday, May 7, 2015 1:53 PM
  • One possibility is that the workflow definition has been changed. Any workflow execution will use the workflow definition at the time the execution starts (in this case, that'd be December 2014). So, one possibility is that the workflow definition at that time specified the old owner (either explicitly, or the slug may have been different, e.g. it might have referred to the creator of the account)

    Unfortunately there's no simple way to identify previous versions of a workflow definition. They are stored in Crm (in the workflow entity), but they're not accessible via the Crm UI. Instead you can retrieve them programmatically, or via SQL (if you have Crm OnPremise).


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, May 7, 2015 4:29 PM
    Moderator