locked
Workflow with timeout fails RRS feed

  • Question

  •  

    We use MSCRM 4.0 On Premise UR11

    I created a sales automation workflow. They didn't want all the activities to populate right away. I used the Timeout function to add the buffer time in. It worked fine in testing, but it's failing on our production server. I haven't found the bug.

    If Lead:Rating does not equal [Warm], then:
        Stop workflow with status of: Canceled
    Create: Email: 4th Week
    Update: 4th Week (Email)
        (this updates the due date)
    Timeout until Days: 7 after 4th Week (Email): Actual End then
        Create: Phone Call
        Update: Phone Call
        (again, this updates due date)

    It hits the Timeout function and returns a generic error message.

    I will keep troubleshooting to find a solution, but if you see something obviously wrong with my workflow, please let me know.

    Thanks!


    Eric Hula - CRM Administrator
    • Edited by Eric Hula Monday, October 17, 2011 9:18 PM
    Monday, October 17, 2011 9:17 PM

Answers

  • Thanks for the help!

    You inspired me to use a duration timeout to wait long enough for the email to be sent which therefore gives me an Actual End Date to work with.

    I'm going to add a conditional statement to stall out the workflow intentionally if the Actual End Date doesn't exist.

    This should ensure that the workflow doesn't stop at an error.

    If anyone is interested in the full structure of the workflow, let me know.

    **********************************************************

    EDIT: I don't know why I didn't think of this sooner. It's so simple!

    Timeout until (email) Actual End Date

    I tested it out. The workflow waits until the email is sent and then creates the next activity.


    Eric Hula - CRM Administrator
    • Marked as answer by Eric Hula Monday, October 24, 2011 1:23 PM
    • Edited by Eric Hula Monday, October 24, 2011 1:58 PM
    Monday, October 24, 2011 1:23 PM

All replies

  • Hi Eric,

    When the timeout step fires, is the 'actual end' populated with a value? If not, you may need to add a wait contition that waits until actual end contains data then timeout for 7 days.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Monday, October 17, 2011 9:40 PM
    Answerer
  • Although the activity exists at that point, it stays open. I considered a timeout function to wait X days after created on date, but the sales team might get a backlog of tasks if the lead is on vacation. To work around that, I want to only create the next activity only if the previous activity closes. Because it's a follow-up strategy, I want to create the next activity for X number of days. I may have to let it create the activity based on a parallel wait condition or something to that effect. And then set the due date to X number of days from created on.

    But that doesn't answer your response very well. Sorry!

    I won't know the potential time it could take to finish the current stage in the follow-up process.


    Eric Hula - CRM Administrator
    Monday, October 17, 2011 10:05 PM
  • Thanks for the help!

    You inspired me to use a duration timeout to wait long enough for the email to be sent which therefore gives me an Actual End Date to work with.

    I'm going to add a conditional statement to stall out the workflow intentionally if the Actual End Date doesn't exist.

    This should ensure that the workflow doesn't stop at an error.

    If anyone is interested in the full structure of the workflow, let me know.

    **********************************************************

    EDIT: I don't know why I didn't think of this sooner. It's so simple!

    Timeout until (email) Actual End Date

    I tested it out. The workflow waits until the email is sent and then creates the next activity.


    Eric Hula - CRM Administrator
    • Marked as answer by Eric Hula Monday, October 24, 2011 1:23 PM
    • Edited by Eric Hula Monday, October 24, 2011 1:58 PM
    Monday, October 24, 2011 1:23 PM