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CRM Workflow "Record status Changes" Not working RRS feed

  • Question

  • We are using CRM 4.0 update 4 and I have an Automatic Workflow set up where if a "record status changes" the steps are to create a task for Kevin once that Task:Activity Status equals [completed] AND [Modified By (user):User equals [Kevn Coyne]], then :
    Create: Task (the properties are set up to create a task for Kevin).

    He never recieves the task.  Do I need to share the tasks.

    Thanks
    Len

    Tuesday, June 30, 2009 2:24 PM

Answers

  • If the task is being created check the owner to see if it is set right. If the workflow is ignoring the owner field setting, try a second step of assigning the record.

    Leon Tribe
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    Tuesday, June 30, 2009 9:03 PM