locked
Last activity workflow RRS feed

  • Question

  • Our customer want to create workflow that indicates the last activity regarding contact (which is the regarding field on phone call). from viewing phone call WF options, we can't run workflow on regarding field.
    1. why is that? on other entities we can do that.
    2. Do you have any workaround to include regarding (contact) on phone call workflow?

    Thanks,
    Shay

    Sunday, April 26, 2009 8:46 PM

Answers

  • Hi,

    Work Flow will not allow you to update records with the to/from/receipients (N:N) relationship to activity. It might be a bit confusing; since it's a field in the screen, but it's a N:N relationship; system made; and it's only these standard feilds that can appear like this. All other N:N custom relationships are avialable through the nav folders.

    So, we had the same challange; and ended up creating a plugin for this purpose.

    Morten
    • Marked as answer by shayb Monday, April 27, 2009 12:30 PM
    Monday, April 27, 2009 7:54 AM

All replies


  • Hi Shay,

    I'm not sure whether I understand - it is possible to run the wokflow on the "regardingobjectid" update on the Phone Call entity. If you want to get the regarding contact, you simply choose the value of "regardingobjectid" - where is the problem in your case?

    Best regards,
    Kuba
    -- Kuba Skałbania, Netwise
    Sunday, April 26, 2009 9:09 PM
  • Hi Kuba,

    We use the field recipient for contact and not for account. we want the workflow to run on recipient field and to add for the contact the last date that phone call activity was created or updated.

    On CRM, using regarding contact doesn't answer in this case, since it update the contact (regarding) account.

    Kind regards,
    Shay
    Monday, April 27, 2009 7:27 AM
  • Hi,

    Work Flow will not allow you to update records with the to/from/receipients (N:N) relationship to activity. It might be a bit confusing; since it's a field in the screen, but it's a N:N relationship; system made; and it's only these standard feilds that can appear like this. All other N:N custom relationships are avialable through the nav folders.

    So, we had the same challange; and ended up creating a plugin for this purpose.

    Morten
    • Marked as answer by shayb Monday, April 27, 2009 12:30 PM
    Monday, April 27, 2009 7:54 AM
  • Thank you Morten, that's what we thought we should do
    Monday, April 27, 2009 12:31 PM