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Workflow Woes

  • 1.  Workflow Woes

    SILVER CONTRIBUTOR
    Posted Jul 02, 2020 05:52 PM
    Good Afternoon,
    I need some advice on a workflow that is running in my environments for Cases.  Essentially the owner of the case needs to update based on various criteria.  I have provided a screenshot of the workflow below.  The workflow is the same for my Dev, Testing and Production environments, however I am running into issues where each environment produces different results from this workflow and the results do not follow as the workflow reads.

    My question to all of you is should I separate this one workflow into multiple ones in the hope that when all the conditions are met the workflow will generate the correct results?


    Thank you for the advice,
    Mandy


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    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Workflow Woes

    D365UG/CRMUG ALL STAR
    Posted Jul 02, 2020 10:26 PM
    You should be good to keep all those conditions in one workflow. It should perform better as one as well so you don't have many things triggering at the same time.

    I do have some questions:
    1. Are you positive it is the same in all environments? Are you moving with solutions?
    2. The records that you are assigning the case too - are they the same in all environments? So we know that it is assigning them to the correct record?

    My best guess would be some kind of data issue. The logic should function the same in all environments but if the data is different then it would behave differently so it might be helpful to export a record from production with all it's data into your development environment and then run the workflow again to see what happens. Don't forget to make sure the users are set up the same.

    Also you could turn of the Automatically Delete Completed system jobs so that you can  look  to see what is happening. So for one that didn't do what you expected, check out the system job and look at which steps were completed. This could show you where the problem is occurring.

    I hope this helps. Good luck!

    ------------------------------
    Kylie Kiser
    Product Owner, CRM
    Ascensus

    www.CRMUG.com/Washington
    KylieKiser.com
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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