In the Workflow manager under Case, I have a Create workflow fule that
upon certain conditions creates a CRM task for me. In the Description
of the task I am including several "slugs" One for the Case Number,
one for the Account name, one for the Contact full name, and one for
the case subject title. All work except the contact full name. It
never returns anything.

I am not sure if this is a limitation of these programs, the way we
have it configured, or me.

Could someone please instruct me on how to get this to work.

Thanks in advance,
Jarrad

RE: Contact Full Name not being populated through Workflow rule by FrankLee

FrankLee
Thu Aug 09 23:32:02 CDT 2007

In your test record, Is the Case's customer a Account record or Contact record?

Frank Lee, Microsoft CRM MVP
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm

"Jrod275" wrote:

> In the Workflow manager under Case, I have a Create workflow fule that
> upon certain conditions creates a CRM task for me. In the Description
> of the task I am including several "slugs" One for the Case Number,
> one for the Account name, one for the Contact full name, and one for
> the case subject title. All work except the contact full name. It
> never returns anything.
>
> I am not sure if this is a limitation of these programs, the way we
> have it configured, or me.
>
> Could someone please instruct me on how to get this to work.
>
> Thanks in advance,
> Jarrad
>
>