Ket,
Workflow rules can be "prioritized" by sequencing them in the workflow manager
screen. However, be aware that you will also need to add a check in the other
rule to not process "hot" records as both will actually fire.
Matt Parks
MVP - Microsoft CRM
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On Thu, 7 Apr 2005 11:31:10 -0700, Kat <Kat@discussions.microsoft.com> wrote:
I have 2 main questions:
1. Is there any way to prioritize which workflow rules
to use first?
I set up 2 workflow rules:
a. assign cases to User1 based on account = 'ABC'
b. assign cases with priority = 'critical' to a queue
called "HOT"
When I created a case with account name = "ABC" and
priority = 'critical', Workflow routed this case to User1
when I wanted it to go to the "HOT" queue.
In Workflow manager, I have use the "Set order" arrows on
the right to move my rules to the right orders
accordingly. However, it doesn't seem to work based on
the order I have set. Am I doing anything wrong?
2. I go into that new case I just created, go to
Action>Assign. I see the workflow rules show up in
alphabetically order and the 1st rule is selected. How
can I tell which rule it's using since the first rule is
always chosen alphabetically in the list?
I would appreciate if you can shed some lights on this.
I'm pretty confused.
Thank you!
Kat
