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Workflows on Activity Regarding type RRS feed

  • Question

  • I need to update account records when certain activities occur. I am probably going to use the regarding field.

    How do I check in a workflow that the regarding field is an account. If it is not an account, the workflow goes into a waiting state - with an error message: Cannot find record to be updated

    I can check if the regarding field contains data, but is there a way to check what kind (I know I can do this in a plugin, but I am trying to avoid that and keep it simple)

    Thursday, April 21, 2016 12:11 PM

Answers

All replies

  • You can check in the condition if Regarding(Account) contains data. So that your workflow will not go into waiting state if it is not an Account. 

    Thanks,

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Friday, April 22, 2016 5:22 AM
  • I am using the email entity and the regarding field doesn't give an option. below is the WF and is the one that ends up waiting

    Are you suggesting that I use the activity entity instead and filter on the activity type?

    Friday, April 22, 2016 8:07 AM
  • Hi,

    You need to look at if the regarding object contains data, not the regarding field on the email.

    You might consider to end the wf with status success and remove it too, or are you planning to use the canceled wfs in any way?

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    • Marked as answer by biconix Tuesday, April 26, 2016 9:18 PM
    Monday, April 25, 2016 11:21 AM
  • I think this solved my problem

    thanks

    Tuesday, April 26, 2016 9:18 PM