Sign in

Microsoft.com

Microsoft

Remove From My Forums

CRM 2011: Workflow with creating activity and due date

Question
0

Sign in to vote

hello forum

I'd like to create a Manual workflow which can be started from the contact entity. The workflow should create a Task with a due date plus x days. If I create the wf based on contact entity I cannot set the due date based on the creation date of the Task. Any hints?

Kind regards

Tuesday, September 18, 2012 6:59 AM

Answers

0

Sign in to vote
You could use the execution date/time instead.

When setting the due date.. you can choose a Dynamic value and then choose workflow execution date. That will be the activation date of the workflow.
Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com
- Proposed as answer by RuneDaub Tuesday, September 18, 2012 7:28 AM
- Marked as answer by CRMBE Tuesday, September 18, 2012 9:01 AM
Tuesday, September 18, 2012 7:28 AM

All replies

0

Sign in to vote
You could use the execution date/time instead.

When setting the due date.. you can choose a Dynamic value and then choose workflow execution date. That will be the activation date of the workflow.
Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com
- Proposed as answer by RuneDaub Tuesday, September 18, 2012 7:28 AM
- Marked as answer by CRMBE Tuesday, September 18, 2012 9:01 AM
Tuesday, September 18, 2012 7:28 AM
0

Sign in to vote

Hi,

This Step will help you to set the Due Date as per your Requirement.

Here I am Setting the Due Date to be "7 Days after Contact Created on" date. You can change as per your need.

Naren

Tuesday, September 18, 2012 8:58 AM
0

Sign in to vote

Thanks Rune! It works! ;-)

Tuesday, September 18, 2012 9:01 AM