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 #385: Why aren’t my workflows running?
I recently received a frantic email from a friend testing an upgrade from CRM 4 to 2015. He was testing workflows, and they did not appear to be working, as the completed workflows did not appear in the workflow history for the record. It turns out that they were working, but when we had upgraded […]
Tip #94: Cancel workflow in style
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 […]