StephenSayler
Thu Jul 27 08:57:02 CDT 2006
Just figured out that I can apply the new Create rule manually to all of the
existing records, which brings them into the fold.
Thank you, Stephen
"Stephen Sayler" wrote:
> Since it revolves around a Status Reason change, I could tie it to a Create
> event with a Wait For that watches the status reason picklist.
>
> Of course this won't work for any of the accounts that were created before I
> start the workflow. Is there any way around this? I can leave the manual
> workflow as active but I'm afraid having two options would create some
> confusion.
>
>
> "John O'Donnell" wrote:
>
> > Can I ask why this has to be a manual workflow? If you linked it to one of
> > the events then it would mean the user does not have to go to manual apply
> > etc
> >
> > =======================
> > John O'Donnell
> > Microsoft CRM MVP
> >
http://codegallery.gotdotnet.com/crm
> >
> >
> > "Stephen Sayler" <StephenSayler@discussions.microsoft.com> wrote in message
> > news:46D33F5D-5632-4A6E-A8FC-AB8EE06D9C62@microsoft.com...
> > > Question - can a manual workflow save a record before performing other
> > > actions, such as sending an email?
> > >
> > > My users enter information into an Account's comment box, and then Apply
> > > Rule to start this workflow. The main action in the workflow is sending an
> > > email containing the account's information. The problem is that they often
> > > forget to save the record before applying the rule, which causes all of
> > > their
> > > changes (since the last save) to be lost.
> > >
> > > I've tried adding an action to change the Status to Active (which it
> > > already
> > > is) but that doesn't help.
> > >
> > > Is this issue limited to the ntext field in which they are working, or
> > > would
> > > the same behavior occur to strings, picklists, etc?
> > >
> > > This is a CRM 1.2 environment.
> > >
> > > Thanks in advance,
> > >
> > > Stephen Sayler
> > >
> >
> >
> >