Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 2013: Trigger a workflow when a Business process is switched RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Dear all,

    I am looking for for the following solution:

    1. How to trigger a workflow when a Business Process is switched.

    2. If a Business Process can be switched dynamically/automatically based on a field on a form.

    Any help/guide is greatly appreciated.

    Many Thanks

    Regards

    Vinay

    Wednesday, April 30, 2014 8:41 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    1. Yes, you can. Create a workflow to trigger off of update of the processid attribute. 
    2. Check out How to change process and stage programmatically

    Ronald

    Wednesday, April 30, 2014 2:03 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You can configure your workflow to run on update of the stageid as said by Ronald and your workflow will only execute when you will click on next stage

    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Thursday, May 1, 2014 1:44 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    Vinay, as you indicated you would like to trigger a workflow off of Business Process switch event, all you need is to create the workflow that monitors processid change as I said earlier. No need to use stageid unless you also want to trigger the workflow for each stage transition within a single Business Process.

    Ronald

    Thursday, May 1, 2014 1:19 PM