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Does a workflow still trigger for a deactivated contact record? RRS feed

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    Hi there,

    I am de-duplicating records and for all contact records i have workflow set up to trigger automated emails to go out at 3 scheduled times over a month. Do these emails still trigger even if a record is made inactive by merging because its a duplicate?

    I might also add that the contact record has a couple of look up fields from other entities and the workflow also relies on these fields.

    Regards

    Dave

    David Kelly


    Friday, October 19, 2012 2:42 PM

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    Check the record status before your next action after timeout. Then you can handle the status update while workflow waiting time

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM | CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Monday, October 22, 2012 10:06 AM

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    Hi David,

    on what condition this workflow scheduled to run? if this workflow is scheduled to run automatically on status change of contact then it would definately run.

    Thanks

    MayankP
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    Friday, October 19, 2012 4:11 PM
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    Hi Mayank,

    This workflow is scheduled to run when a record is created in the system and the times out for a period of 7 days and then 28 days before triggering the next emails to go out to the contact.

    Regards

    Dave

    David Kelly

    Monday, October 22, 2012 9:27 AM
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    Check the record status before your next action after timeout. Then you can handle the status update while workflow waiting time

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM | CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Monday, October 22, 2012 10:06 AM
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    Thanks Carsten,

    Sounds like a plan. I'll put a check condition in there to check if the contact record is inactive, which will then stop worklflow with status of canceled.

    Regards

    David Kelly


    Monday, October 22, 2012 10:49 AM