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CRM 2011: Dialog, "finish button" and child workflow... RRS feed

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    I have created a dialog that runs from the account which asks the user "Email or fax form?" and two radio buttons: fax & email. If the user selects email, it directs to the next page and the user enters an email address. If the user selects fax, it goes to a different page and enters the fax number. So far, so good.

    After the email address or fax number page is shown and data entered, the user clicks next. The problem is that after clicking next, the custom workflow fires sending the email or fax but the user is taken to the CRM generated page that has a "Finish" button along with a "Cancel" button. If the user were to get there and click "Cancel", they would expect the fax or email to not be sent, but the custom workflow has already fired and the email/fax has been sent.

    What it seems I need is a way to run my child workflow *after* the user presses "Finish" on the last page of the dialog. Is there any way to do that?

    Thanks,

    Jeff

     

    Wednesday, June 8, 2011 10:26 PM

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    You cannot run anything after the finish button, unfortunately, once they click "next" then your email has already been sent (or placed in a queue for getting processed but it cannot be reliably cancelled any more). What you can do is to include another page in the dialog that confirms that the email was sent, something like a page that says "your email has been sent" so it will be clear that even if they cancel the email has been sent.

    Gonzalo | gonzaloruizcrm.blogspot.com


    Wednesday, June 8, 2011 11:20 PM
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    You cannot run anything after the finish button, unfortunately, once they click "next" then your email has already been sent (or placed in a queue for getting processed but it cannot be reliably cancelled any more). What you can do is to include another page in the dialog that confirms that the email was sent, something like a page that says "your email has been sent" so it will be clear that even if they cancel the email has been sent.

    Gonzalo | gonzaloruizcrm.blogspot.com


    Wednesday, June 8, 2011 11:20 PM
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    Hi Jeff, 

    A solution could be that, you made a child dialog and linked it at the end of your dialog, in the child dialog you could explain to the user that the action was done , and the user would not have the possibility to go back since it was a child dialog.

    hope this helps.

    best regards

    Tuesday, August 27, 2013 10:12 AM
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    In any dialog I build that is sending an email, I usually add another page after the send email step. On that page, I display "Your email has been sent" or something to that effect. That way it's clear to the user that it went out already, even if they click cancel.
    • Proposed as answer by Jenny Cox Thursday, August 4, 2016 7:04 PM
    Thursday, August 4, 2016 7:04 PM