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Structure of a Select statement in CRM workflow steps RRS feed

  • Question

  • Hi,

    Background:

    2 weeks of CRM knowledge, no real training and cast off on the sea of CRM to manage for ourselves.

    Question:

    I'm looking for a reference manual so I can research this for myself but essentially, I'm looking to find out the structure of a workflow step where I use the "In" condition.

    I have the step

    I've tried without quotes around the cities. Doesn't seem to work.

    A reference manual would be useful to find out how to do some of this "coding".

    IF anyone knows of a detailed reference or the solution, I'd love to know.

    Cheers,

    Peter

    Tuesday, April 8, 2014 1:50 AM

Answers

  • Peter

    instead of comma use semicolon to separate the values

    Otherwise, if Prospect:City in [Christchurch;Dunedin], then:


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Tuesday, April 8, 2014 4:10 AM
    • Marked as answer by pobox90210 Wednesday, April 9, 2014 3:36 AM
    Tuesday, April 8, 2014 4:10 AM

All replies

  • Peter

    instead of comma use semicolon to separate the values

    Otherwise, if Prospect:City in [Christchurch;Dunedin], then:


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Tuesday, April 8, 2014 4:10 AM
    • Marked as answer by pobox90210 Wednesday, April 9, 2014 3:36 AM
    Tuesday, April 8, 2014 4:10 AM
  • Hi Mamatha,

    As much as I think this should work, it hasn't

    My activated Code

    and my results

    IT's almost as though the process isn't running, yet it IS activated and works for some.

    Tuesday, April 8, 2014 9:32 PM
  • Peter,

    I just tested the IN clause and it worked fine.

    To figure out what is going on, I would add a update prospect step that just writes into a description field on the WF stage after each IF statement to identify which conditions aren't being met. You could do this test it in your dev/test environments. Once you know identify the issue and fix it you could remove the additional (description field) update statements.


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Tuesday, April 8, 2014 10:53 PM