New Post: Problem sharing record with team
I have setup this solution in our sandbox environment and was able to configure a workflow without issue, however I get the following error from the workflow after I attempt to run it: Plugin Trace:...
View ArticleNew Post: Problem sharing record with team
Hi punchyghost, check the parameter named "Sharing Record URL", because I think it's not in the correct format. ypu must use the field "Record URL (Dynamic)" hope this helps
View ArticleNew Post: Calculated Rollup Field : workflow doesn't fire on data delete
Hi Demian, I have 1.0.4.0 installed. How can I update to 1.0.7.0 ? Best regards Harald
View ArticleNew Post: Problem sharing record with team
That's a rather embarrassing mistake on my part. That resolved the issue, thank you very much.
View ArticleNew Post: Calculated Rollup Field : workflow doesn't fire on data delete
Hi Harald, sorry for the delay. I think the best way is removing the old one and importing it again. regards. demian
View ArticleNew Post: Default the From Address of an Email
Hi thank you for the great utility. is it possible to default the from field to a generic email (on an email being responded from the case or queue entities), say "Customer Service" which is a Queue...
View ArticleNew Post: Default the From Address of an Email
Hi sonzofsoil, you create an email from the workflow. but in the "from" field you must enter a CRM record (contact, account, lead, etc..). You cannot fill a text with an email address there... Hope...
View ArticleNew Post: Triggering calculated field onChange?
I'm using Workflow Tools to have rollup fields be automatically recalc'd on data change, and that's working perfectly. What I'm wondering is, is there any way to do this for calculated fields as well?...
View ArticleNew Post: Triggering calculated field onChange?
Hi, You Need to Trigger the Field, you use in the calculation of the calculated Field, cause the calculated Field only changes if the Fields Used in the calculation changes. Gr.peb
View ArticleNew Post: Triggering calculated field onChange?
Sorry - I'm not entirely clear on your response. In my experience, when I change one of the fields used in the calculated field, the calculated field only changes after I save. Is that not correct?...
View ArticleNew Post: Triggering calculated field onChange?
Hi all, thanks for your comments. teleute: your behavior is the correct one. from the Architecture point of view, think that the Calculated fields are Transact SQL Functions, executed where you make a...
View ArticleNew Post: Calculated Rollup Field : workflow doesn't fire on data delete
demian_rasko wrote: Hiu HaraldM sorry for the delay... I understand your point, but right now I'm not sure how to modify this one. Maybe one Workaround is to have this workflow on "delete" as async one...
View ArticleNew Post: Calculated Rollup Field : workflow doesn't fire on data delete
Hi Joe, Thanks for your trick ! It works ! Brgds. Harald
View ArticleNew Post: Compatability w/ CRM 2015 on premise update 0.1
hi! Amazing Utility, cannot thank you enough. i have one question, I am currently on crm 2015 on premise update 0.1 can i use Dynamics CRM 2016 Workflow Tools Solution 1.0.15.0, i want to try the new...
View ArticleNew Post: Compatability w/ CRM 2015 on premise update 0.1
Hi sonzofsoil, since version 1.0.11.0 I compiled the solution with the CRM 2016 SDK assemblies (8.0), and addedd some SDK features only available since CRM 2016 (like SetProcessRequest method). You can...
View ArticleNew Post: Entity attachment to email
Please forgive me as I am a workflow newbie but was wondering whether Entity Attachment to Email would work as far as emailing a report as an attachment? Thanks in advance. Todd
View ArticleNew Post: Entity attachment to email
What about a word template that was created in a previous workflow step? Thanks in advance. Todd
View ArticleNew Post: Custom Workflow Activity Clone Record Error
Plugin Trace: [msdyncrmWorkflowTools: msdyncrmWorkflowTools.CloneRecord] [msdyncrmWorkflowTools (1.0.16.0): msdyncrmWorkflowTools.CloneRecord] Load CRM Service from context --- OK...
View ArticleNew Post: Entity attachment to email
Hi Tango, yes, you can retrieve any attachment from any entity, and then add it to an email. But my "Entity Attachment to Email" action doesn't include any feature to generate de doc. if you create the...
View ArticleNew Post: Custom Workflow Activity Clone Record Error
Maybe this is an issue... This is an error when you try to clone an appointment that is completed? or it occours always?
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