Workflow
Customization’s
Workflow is the one of the interesting feature in ms crm to
automate the business processes. It’s easy to configure even non developers
also configure the workflow’s.
Workflow’s are limited to do only some operations and also cannot
do bulk operations means if we want to update 10 contacts when parent account
is updated at this situation we cannot use system workflow. Need developer to
write custom workflow.
Before 2013 only two types of workflows are there
1. Workflow
2. Dialog
From 2013 version two more processes are added
1. Business
Process Flow
2. Actions
Workflow Configuration and its options:
1. Go
to Settings->Processes
2. Click
on new will open window
Above Screen have the options need to fill:
Process Name: Name of the process
Category: Select work flow category.
Entity: On which entity need to
configure the workflow.
Type: This option tells that do you
want to create a new empty workflow or do you want to create a workflow with
existing template.
After filling these
details click on ok button. Then will open another window that is
In above screen we can see basic information filled in
previous information and have additional settings need to configure. Here i am
taken an example to create post on account wall when contact is created to an
account.
To achieve this i did some configuration and will look into
each option in deep.
Below the basic information of workflow have a tab called Available To Run in this tab have three
check box options
1.
Run this
workflow in the background (recommended)
This option
allow us to set whether the workflow to run background or to run in real time
.From 2013 version this option available. If we want to convert the workflow to
real time workflow need to click on button “Convert to Real Time Workflow” on
top of workflow, we cannot directly modify this option because it is read-only.
2.
As
on-demand process
This
option allows us to trigger workflow on demand or automatically .If we select
this option workflow will trigger in on-demand and if not workflow will trigger
automatically through code or through some other workflow.
3.
As
a child process
If we
select this option workflow is available as child workflow with in another
workflow.
Keep logs for workflow jobs that encountered errors: if we select this option it will keep the error
log details when exception occurred.
Scope: This is a dropdown control having four options
1. User: If we select this option
Workflow will execute only the user who is created
2. Business-Unit: If we select this
option workflow will execute for all the user’s who ever in that business unit.
Other business unit user’s cannot execute this workflow.
3. Parent-Child Business Unit: If we
select this option the user’s who ever in parent business unit and child business
unit can execute workflow.
4. Organization : If we select this
option all user’s in a organization can execute workflow.
Have the options need
to select when workflow should trigger:
From 2013 version new
options are introduced if we set workflow as real time workflow those options
are :
We can configure the workflow to start before and after the
core operation and we can select whether the workflow want to execute only for
the owner of the workflow or the user who made changes to the record.
Now i am going to create a step for create a post on account
entity show as below.
Click on set properties to set fields
Save and close and activate the workflow.
Testing:
First i am creating sample account with name as “Kranthi”.
In above only one post is there. Now i am going to create contact
and attach to this account then automatically one post is created on account
wall says that “Contact is created check the details”
Above screen contact is created and attached to Kranthi
account. Now again go to Kranthi account record and will check what’s happened.
Above screen can see new post automatically created by
workflow.
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