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How to find related activity in workflow RRS feed

  • Question

  • Hi All,

    I have a workflow which sends an email to lead. But before sending that email, I have to chech if that workflow has created email before. I mean, If that workflow has created email before, the workflow doesn't send tha same email again. How to do that?

    Wednesday, January 14, 2015 8:06 AM

Answers

All replies

  • Hi,

          You cannot create this using OOTB workflow activity. you would need to write a custom workflow activity for this.


    Hope this helps.
     
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    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

     
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    • Proposed as answer by Kamalkant Sharma Wednesday, January 14, 2015 8:33 AM
    • Marked as answer by Recep833 Wednesday, January 14, 2015 12:20 PM
    Wednesday, January 14, 2015 8:12 AM
  • How to do that? What and how to check this in custom workflow activity?

    Many thanks

    Wednesday, January 14, 2015 12:20 PM
  • Hi,

         Here is the sample workflow example:

    http://msdn.microsoft.com/en-us/library/gg328515.aspx

    http://msdn.microsoft.com/en-us/library/gg334455.aspx

         Microsoft CRM SDK has the sample custom workflow activity. The logic to use would be to check if any email exists where regarding / To is the same lead record.

    -Minal

    • Marked as answer by Recep833 Thursday, January 15, 2015 11:03 AM
    Thursday, January 15, 2015 10:31 AM
  • But there is an important part. That part is, I should check if there is an email which is created by that workflow. If there is any email which isn't created by that workflow, It's okay for me. How can I see the differences between these two cases?

    PS: I know how to do custom workflow. My question is a bit different

    • Edited by Recep833 Thursday, January 15, 2015 2:42 PM Lack of information
    Thursday, January 15, 2015 2:41 PM
  • You can set value of a field in workflow and check the same as condition. Like Email Sent or something flag. When workflow runs successfully, set this value and before sending the email check this flag.

    -Minal

    Friday, January 16, 2015 10:17 AM