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Repeat segments of a workflow RRS feed

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    I'm building a workflow which includes many check conditions (Conditional Branch) basically to check which province the contact is in and then send the appropriate documentation. 

    I want that document to go out a maximum of three times before killing the workflow (or before the workflow is triggered off). 

    I'm looking for a way to repeat the conditional branch (twice) after a 3 day wait time without having to re-write all of them. 

    any ideas?


    Daniel

    Wednesday, May 14, 2014 9:01 PM

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    You can create a child workflow that has the conditional branch and then call it repetitively as required in the main workflow.

     Check http://blog.profad.com/crm-3/creating-child-workflows-in-microsoft-dynamics-crm-2011/

    http://msdynamicsworld.com/story/designing-maintainable-workflows-microsoft-dynamics-crm-part-1

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Wednesday, May 14, 2014 9:35 PM
    Wednesday, May 14, 2014 9:35 PM