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    Basic functionality question, if I create a task and hit save as complete, is it possible to have workflow update the record before it's saved (and locked down in the history)?  It seems like I need to save and close the task, allow the workflow process to complete and then open and save the task as complete.

    Thanks!
    Peter

    Tuesday, July 14, 2009 11:16 PM

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    You can add a bit field to the task that is used as a flag to trigger the workflow that updates the task to run and then follow the update with a workflow that changes the status of the task to completed.  The user can select the checkbox field 'bit field' when he or she is ready to close the task and the update workflow will run.  Add a step after the update step to run the 'child' workflow that changes the task status to complete.


    Another option is to create a workflow that runs when a task is closed, update the task status to open, add a step to update the task, and then add a step to close the task. You might need two workflows for this scenario similar to the first option I suggested.
    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Wednesday, July 15, 2009 6:17 PM
    • Marked as answer by Jim Glass Jr Thursday, August 13, 2009 5:49 PM
    Tuesday, July 14, 2009 11:35 PM

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    This looks promising, I am going to give it a try and report back:

    http://www.askcrm.com/Home/tabid/866/EntryID/61/Default.aspx

    Tuesday, July 14, 2009 11:33 PM
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    You can add a bit field to the task that is used as a flag to trigger the workflow that updates the task to run and then follow the update with a workflow that changes the status of the task to completed.  The user can select the checkbox field 'bit field' when he or she is ready to close the task and the update workflow will run.  Add a step after the update step to run the 'child' workflow that changes the task status to complete.


    Another option is to create a workflow that runs when a task is closed, update the task status to open, add a step to update the task, and then add a step to close the task. You might need two workflows for this scenario similar to the first option I suggested.
    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Wednesday, July 15, 2009 6:17 PM
    • Marked as answer by Jim Glass Jr Thursday, August 13, 2009 5:49 PM
    Tuesday, July 14, 2009 11:35 PM