Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Trigger workflow or Plugin RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I would like to trigger a workflow once a note or a file uploaded to an account screen.

    if this not possible can we dot it through plugin?

    I got five checkboxes need to be selected programmatically after the user uploads the relevant document or file.

    hussain



    Sunday, February 22, 2015 8:05 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    I believe both ways out are possible. Here is a start screen for a workflow that would process adding of an annotation or attachment to a record:

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog


    Sunday, February 22, 2015 10:31 PM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    I believe both ways out are possible. Here is a start screen for a workflow that would process adding of an annotation or attachment to a record:

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog


    Sunday, February 22, 2015 10:31 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    thank you Andri,

    The workflow did not start using Note entity you mentioned above.

    my main entity is Account.

    thank you

    hussain

    Monday, February 23, 2015 6:49 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Firstly - my name is Andrii (not Andri).

    Secondly - just for easier understanding - if you want "I would like to trigger a workflow once a note or a file uploaded" then main entity is not account (because it is parent entity for annotation) - it is annotation. Point.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Monday, February 23, 2015 7:07 AM
    Moderator