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

  • Question

  • 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



    Wednesday, April 30, 2014 8:41 AM

All replies

    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


    Wednesday, April 30, 2014 2:03 PM
  • 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

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    Thursday, May 1, 2014 1:44 AM
  • 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.


    Thursday, May 1, 2014 1:19 PM