Tech Support > Microsoft Windows > Windows CRM > Workflow rules
Workflow rules
Posted by Pete on January 23rd, 2004


Hi,

I am trying to create a workflow rule in contracts.
I have a dropdown list on the main level (as opposed to
line item level). How do a create a workflow rule for
creating a task, if a certain value is selected from the
dropdown menu, and the contract is saved&closed
(=modified)

BR,

Pete

Posted by Dave on February 13th, 2004


Tricky, but possible.
1) Create a manual workflow rule that
(a) Has a WAITFOR condition that is looking for the value
in that picklist to be that certain value.

When that if condition is met, create actions that
(b) creates the task,
(c) CHANGES the value in the dropdown menu (you have to
add one that makes sense, such as 'processed <value in
there now>)
(d) Execs this same rule (you have to save the rule with
steps (a)-(c) done first, then come back in and add step
(d).

2) Create a workflow rule that fires on the CREATE of a
contract, and execs WF rule #1 you just created.

This basically creates
Good luck,

Dave Carr


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