Creating CRM 4.0 Workflow with more than one criteris using OR statements RRS feed

  • Question

  • I am creating a workflow and would like to check multiple criteria for a complete record say;

    If Business Phone Contains No Data or E-Mail Contains No Data or Category Contains No Data THEN Create Task

    I cannot see how the OR operator comes into it? It always comes up as AND.

    Can this be done?


    Saturday, October 20, 2012 9:58 PM


  • Hi Pete,

    You need to create separate IF conditions for each I'm afraid as the default behaviour as you have found is AND. It would be nice if you could toggle group AND and group OR like in advanced find but you can't. So, your pseudo code would be;

    IF business phone does not contain data

         Create task

    OTHERWISE IF email does not contain data

         Create Task

    OTHERWISE IF category does not contain data

         Create Task




    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Saturday, October 20, 2012 10:20 PM