New Post: Custom Workflow Activity Clone Record Error
No the appointment is not Completed. I run a workflow to clone an appointment with statecode = Scheduled
View ArticleNew Post: Custom Workflow Activity Clone Record Error
Hi mtonarelli, I found the error on the state, and I solved. Sometimes records doesn't crete on default state, so to be duplicated, I ned to create, and the after that, set the state. This point is...
View ArticleNew Post: Custom Workflow Activity Clone Record Error
Solved both issues on version 1.0.18.2 (see source code). Also updated the Solution. Thanks mtonarelli for your help ;)
View ArticleNew Post: Custom Workflow Activity Clone Record Error
Thank you for the workflow tools CRM solution. I do some tests and let you know.
View ArticleNew Post: Retrieve Primary Contacts email from Account entity
Hi, Wondering if it is possible to retrieve the above to be inserted in the to address if a create email process? Thanks Todd
View ArticleNew Post: Question: Check If User is in Role - workflow activity
In our CRM setup we have multiple business units and thus the same security role name is replicated in each Business Unit Can this be used to check if the User running the workflow has the role based...
View ArticleNew Post: Retrieve Primary Contacts email from Account entity
Hi tango, if I understand well, you have an account with a Primary contact selected. Then you want to "copy" the Primary Contact email address, on the emailaddress1 of the Account right? you can do it...
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New Post: Question: Check If User is in Role - workflow activity
Hi DVora, right now is not working like this, but I understand your point. On the "AddRoleToUser" feature, I did like as "BU Insensitive", selecting one security role in any BU, and searching by the...
View ArticleNew Post: Question: Check If User is in Role - workflow activity
Hi Dvora, I can confirm that in my last release (today 1.0.18.3) is solved this issue. Now, you must select the Security role from the "parent" Business Unit, and the I check if you have this role in...
View ArticleNew Post: Question: Check If User is in Role - workflow activity
Thank you, this is amazing. I really appreciate your quick responseThanks & Regards Dhawal Vora
View ArticleNew Post: Custom Workflow Activity Clone Record Error
I have create an Asynchronous Workflow on demand to clone an appointment. Select the appointment to clone and run the workflow. At the end i dont' have 2 only records the original record and the clone...
View ArticleNew Post: Anything for updating 1:N relationship entities?
I'm looking for a solution to update all child records in a 1:N relationship. Does anyone know of this exists?
View ArticleNew Post: Force rollup calculation doesn't work
Hello I am using Workflow tools with Dynamics CRM 2016 on premise because we need to force the calculation of several rollup fields. The first approach with the tool was really good, everything worked...
View ArticleNew Post: Force rollup calculation doesn't work
Hi leo3673, I didn't faced this kind of preblems, but please try to refresh the workflow activities with the latest version for CRM 2016, maybe this helps. kind regards
View ArticleNew Post: Anything for updating 1:N relationship entities?
Hi Cyclefitness, good idea for future releases ;) I don't know any solution to do that...
View ArticleNew Post: Query Value for Check if Exists Condition
Can the Query Value be used to check if a record exists? For example, if I have a workflow to add someone to a marketing list, could I use this to check if they are already in the marketing list before...
View ArticleNew Post: Query Value for Check if Exists Condition
Hi stevemordue, you cannot do that with the Query Value. The Query Value is only for retrieving values from another entities, like parameters, or other values on existing records. But, maybe you can...
View ArticleNew Post: Query Value for Check if Exists Condition
Hi again, yesterday I added a new feature called "IsMemberOfMarketingList", and maybe this helps ;) regards!
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