Tip #502: Who moved my activity

Workflow ownership

tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]

Tip #94: Cancel workflow in style

Sample message for canceled workflow

If you decided to follow our previous tip and cancel workflows only when necessary, you may wonder what does the Set Properties button for this step do. As it turns out, stopping workflow has a single property called Status message: The best use of this property comes with the new real-time workflows in CRM 2013. […]

Tip #93: When to cancel workflow

When a workflow needs to be stopped, workflow editor offers two choices: Succeeded and Canceled. The main difference is that Canceled status is considered to be an error which has the following implications: Log records are retained (if flag is set to retain logs for failed workflows). For real-time workflows the transaction the workflow is […]