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


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.
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

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

    • 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:



         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.


    • 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.


    Friday, January 16, 2015 10:17 AM