- Workflow Manager not firing
- Posted by Tamila on October 5th, 2005
I want to create a simple workflow rule. Basically we have a pick
field on the account for the account status. When we change the
account from prospect to customer using this pickfield, I want it to
send an activity to the account owner simply telling them that the
prospect has become a customer and for them to review the account.
I can not seem to get this to fire.
Anyone able to give me a step by step solution?
- Posted by Darren on October 5th, 2005
Currently in CRM 1.2 out of the box, you will not able to trigger an
activity through a workflow by updating the picklist field. The only
event that fire a workflow is Create, Assign, Change Status, and
Manual. Current version, if you can to do that, you have to do a
PostCallOut through the SDK.
Darren
- Posted by Josh Behl on October 6th, 2005
I would suggest using the Lead object in CRM for prospects and then use the
Account object for those prospects which are actually customers. That is
precisely what the Lead object is for. If you take that approach, you can
then setup workflows to trigger off of the change of the lead status to
"qualified" or on the creation of an Account.
Just an idea......
"Tamila" wrote:
