Good Reference for Creating Workflows in CRM 4 RRS feed

  • Question

  • I have been trying to create a workflow that will automatically complete an appointment 5 minutes after the sceduled end time.  I am having trouble setting the wait step.  Does anyone know of a good reference about how to build workflows in CRM 4?

    Wednesday, December 9, 2009 10:49 PM


All replies

  • Hi Jason,

    Try the following:
    Create a workflow against the appointment entity that starts when the record is created.
    Add a wait condition then drill into the step and select 'local values > workflow' in the picklist.
    Select 'Timeout' then equals, then 5 minutes after Actual End.
    Save & close, then add a check condition to look at the status. If not complete then add a change status step to complete it + end workflow.
    Add a default action that cancels the workflow of the status is already complete.

    As for a book, I have found this one pretty helpful: http://www.microsoft.com/learning/en/us/book.aspx?ID=10598&locale=en-us

    Kind Regards,

    Wednesday, December 9, 2009 11:05 PM
  • You might want to consider:

    Building Workflows in Microsoft Dynamics CRM 4.0, Second Edition by Richard Knudson


    I'll test a workflow like you describe and let you know the steps if I identify them.
    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Wednesday, December 9, 2009 11:14 PM
    • Marked as answer by jason3k Thursday, December 10, 2009 3:16 AM
    Wednesday, December 9, 2009 11:06 PM
  • Have you tried setting your wait condition to Appointment End Time >= 5 minutes after Appointment End Time?  You'll need to use the Dynamic values from the forms assistant.  If that doesn't work then in your Wait Condition select the Appointment(Activity) field and the condition is >= 5 minutes after Due Date.

    One thing to keep in mind with these waiting workflows is that you can end up with a lot of running system jobs in waiting status.  This is compounded if the Organization has a lot of users and the users create a lot of appointments.  Many write a custom plug-in or leverage Windows services for this type of scenario.  You would need to read through the SDK or Windows Service material to learn more about that if you want to explore that option.
    Best Regards, Donna
    Wednesday, December 9, 2009 11:14 PM
  • As an aside, you'll never get it EXACTLY five minutes because workflows are asynchronous.

    Leon Tribe

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    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Saturday, December 26, 2009 11:07 AM