Customer Engagement & Dynamics CRM Forum

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Jeebo,

The on-demand workflows are still available in the new user interface (UCI) but they are not enabled by default. In the (hopefully far) future Power Automate (fka Flow) will replace the functionality of on-demand workflows.

To enable the known on-demand workflows, you need to switch on Flow in System Settings:



------------------------------
Hauke Jacobsen
Drägerwerk AG & Co. KGaA
Lübeck Germany
------------------------------

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Thanks Hauke Jacobsen for your valuable information.

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Original Message:
Sent: Mar 03, 2020 03:37 AM
From: Hauke Jacobsen
Subject: Replacement for On Demand workflow in New Unified Interface.

Jeebo,

The on-demand workflows are still available in the new user interface (UCI) but they are not enabled by default. In the (hopefully far) future Power Automate (fka Flow) will replace the functionality of on-demand workflows.

To enable the known on-demand workflows, you need to switch on Flow in System Settings:

You will find a fly-out menu Flow in each form and grid ribbon bar then and this will contain your on-demand workflows as in legacy web application:

------------------------------
Hauke Jacobsen
Drägerwerk AG & Co. KGaA
Lübeck Germany

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Hello Hauke.  Would there be any other reason I wouldn't see the Flow flyout?  I updated my customizations tab to enable Flow and I'm a system admin so my security rights already include the ability for Flow, however, I still don't see the flyout when I select a record.  I've made sure I have active, on-demand workflows for the entity I'm testing it for, but no luck.  Thanks!!

------------------------------
Scott Glisson
CRM Administrator/Business Analyst
Randall-Reilly, LLC
Tuscaloosa AL
------------------------------

Original Message:
Sent: Mar 03, 2020 03:37 AM
From: Hauke Jacobsen
Subject: Replacement for On Demand workflow in New Unified Interface.

Jeebo,

The on-demand workflows are still available in the new user interface (UCI) but they are not enabled by default. In the (hopefully far) future Power Automate (fka Flow) will replace the functionality of on-demand workflows.

To enable the known on-demand workflows, you need to switch on Flow in System Settings:

You will find a fly-out menu Flow in each form and grid ribbon bar then and this will contain your on-demand workflows as in legacy web application:

------------------------------
Hauke Jacobsen
Drägerwerk AG & Co. KGaA
Lübeck Germany

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Hi Scott,

After updating the customization tab to enable Flow. You can logout and login again into CRM to see if you are able to see on-demand workflows for the entity.
I remember I had similar issue as you are having.

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Original Message:
Sent: Mar 30, 2021 09:36 AM
From: Scott Glisson
Subject: Replacement for On Demand workflow in New Unified Interface.

Hello Hauke.  Would there be any other reason I wouldn't see the Flow flyout?  I updated my customizations tab to enable Flow and I'm a system admin so my security rights already include the ability for Flow, however, I still don't see the flyout when I select a record.  I've made sure I have active, on-demand workflows for the entity I'm testing it for, but no luck.  Thanks!!

------------------------------
Scott Glisson
CRM Administrator/Business Analyst
Randall-Reilly, LLC
Tuscaloosa AL

Original Message:
Sent: Mar 03, 2020 03:37 AM
From: Hauke Jacobsen
Subject: Replacement for On Demand workflow in New Unified Interface.

Jeebo,

The on-demand workflows are still available in the new user interface (UCI) but they are not enabled by default. In the (hopefully far) future Power Automate (fka Flow) will replace the functionality of on-demand workflows.

To enable the known on-demand workflows, you need to switch on Flow in System Settings:

You will find a fly-out menu Flow in each form and grid ribbon bar then and this will contain your on-demand workflows as in legacy web application:

------------------------------
Hauke Jacobsen
Drägerwerk AG & Co. KGaA
Lübeck Germany

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Original Message:
Sent: 3/30/2021 11:19:00 AM
From: Jeebo Mathews
Subject: RE: Replacement for On Demand workflow in New Unified Interface.

Hi Scott,

After updating the customization tab to enable Flow. You can logout and login again into CRM to see if you are able to see on-demand workflows for the entity.
I remember I had similar issue as you are having.

------------------------------
Jeebo Mathews
Agricorp
------------------------------

Original Message:
Sent: Mar 30, 2021 09:36 AM
From: Scott Glisson
Subject: Replacement for On Demand workflow in New Unified Interface.

Hello Hauke.  Would there be any other reason I wouldn't see the Flow flyout?  I updated my customizations tab to enable Flow and I'm a system admin so my security rights already include the ability for Flow, however, I still don't see the flyout when I select a record.  I've made sure I have active, on-demand workflows for the entity I'm testing it for, but no luck.  Thanks!!

------------------------------
Scott Glisson
CRM Administrator/Business Analyst
Randall-Reilly, LLC
Tuscaloosa AL

Original Message:
Sent: Mar 03, 2020 03:37 AM
From: Hauke Jacobsen
Subject: Replacement for On Demand workflow in New Unified Interface.

Jeebo,

The on-demand workflows are still available in the new user interface (UCI) but they are not enabled by default. In the (hopefully far) future Power Automate (fka Flow) will replace the functionality of on-demand workflows.

To enable the known on-demand workflows, you need to switch on Flow in System Settings:

You will find a fly-out menu Flow in each form and grid ribbon bar then and this will contain your on-demand workflows as in legacy web application:

------------------------------
Hauke Jacobsen
Drägerwerk AG & Co. KGaA
Lübeck Germany

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------

The Flow equivalent to the On Demand workflow is the 'When a row is selected' trigger; however, this trigger is previous generation and is not solution aware.
It's also a little flakey. To get it to work properly, don't change the name of the trigger, and add a get record after it to get the record that triggers the flow.



------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Original Message:
Sent: Mar 02, 2020 03:31 PM
From: Jeebo Mathews
Subject: Replacement for On Demand workflow in New Unified Interface.

HI,

what is the replacement for on-Demand workflow in new UI?

I believe it should be canvas app calling power automate. Anything other than what I said?

Let me know how others are replacing On-Demand workflow.

Thanks

Regards

------------------------------
Jeebo Mathews
Agricorp
------------------------------