Start Process when Record Shared Option RRS feed

  • Question

  • Hi,

    Is it possible to add a Record Shared trigger for Processes like below? If not what would suggest as an alternative method of achieving this or the next best thing?




    • Edited by Killianmcc Monday, November 17, 2014 12:00 PM
    Monday, November 17, 2014 11:58 AM

All replies

  • No I do not think it is possible to add this trigger to a workflow.

    Depending on what you want to do, you might be able to write a plug-in to perform the required process (this is a development activity).

    Are you sharing records to manage permissions or work load? You might consider using queues instead if your need is on managing work load.

    Monday, November 17, 2014 12:21 PM
  • Really it's about notification. When a record is shared to a user we want to send an email to that user letting them know. At the moment they are having to remember to do this manually. Would a plugin be the best method of achieving this if Processes are out?



    Monday, November 17, 2014 1:05 PM
  • Yes I think it is. Unless someone knows better?
    Monday, November 17, 2014 2:37 PM
  • A plugin is the only mechanism whereby you can identify when a record is shared, so that's pretty much your only option to achieve what you want

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, November 17, 2014 10:04 PM