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WorkFlow - access data from deleted record RRS feed

  • Question

  • Hello is there a way how to access data from deleted record within workflow?

    E.g. After account deletion send email with account name to certain users.

    I created workflow,  choose Start when “Record is deleted” and step send email – OK.

    When the record is deleted, the WorkFlow is triggered – OK.

    But the step is not performed, because the record is not available.

    I know, that PlugIn would solve this situation, but I would like to do it within workflow.

    Thanks a lot. Ales

    Friday, May 18, 2012 11:57 AM

Answers

  • Hi Ales,

    You can register a workflow on delete of a record and then in the workflow you can still use the fields of the deleted record, even if it no longer exists. For example, if you delete an account "XYZ" then your workflow can send an email to the account owner and in the body of the email you can say "The account {Account:Account Name} has been deleted". Even though the account no longer exists, you can still access the "Account Name" from workflow and it will evaluated in the email to "The account XYZ has been deleted".

    The workflow engine takes a snapshot of the entity before it is deleted, just in case you need to use its data during the workflow execution


    Gonzalo | gonzaloruizcrm.blogspot.com


    Friday, May 18, 2012 12:19 PM
    Moderator

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