Category Archives: Workflows

TIP: Setting Value for Option Set in OOB Workflow

Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity ‘Opportunity Status History’ with the below-mentioned fields; 1. Opportunity… Read More »

Different operators used with workflow

There are six different operators used in e workflow. 1. Set to: This operator is used to set value of the field of any data type. 2. Append with: This operator can only be used with text field. It will append specified field’s value or the default value to the existing value. This operator has… Read More »

Workflows vs Dialogs

CRM 2011 introduces the new concept of Dialogs. We have discussed this in detail in our earlier blog that can be found at http://inogic.blogspot.com/2010/11/crm-2011-dialogs-explored.html” Here we list out the differences between Processes (Workflows) and Dialogs.

Workflows – Behind the scene

We were recently working on designing a tool that deletes workflow job. We thought it would be easy to just filter out all job that related to a workflow by the workflow id and then delete that’s it. But like always we were in for a surprise. Just thought putting it down would help others… Read More »

Call Workflow from ISV button

We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run the workflow from the “Run Workflow…” button that is added to the entity in case and entity has on-demand workflows published against them. The customer however wanted that we… Read More »