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Workflow rules CRM 3.0 RRS feed

  • Question

  • Hi,

    What is the definition of the event list in the workflow rules?

    Manual - OK
    Assign ?
    Create OK
    Change Status ?


    Thanks

    Fred
    Wednesday, August 27, 2008 5:36 AM

Answers

  •  

    Assign means when ownership of a record changes by someone assigning the record to another user.

     

    Change status means the status of a record changes -for example from active to inactive (deactivate an account or contact). Other record types have different status names.

     

    CRM 4 extends the list of events that workflow can respond to by adding delete and monitoring individual fields.

    Wednesday, August 27, 2008 11:30 AM
    Moderator