Saturday, June 30, 2012

CRM2011 Workflow

In this blog I would share some of the OOB features of CRM2011 workflows that we don’t use very frequently. Here are some of those features
  • Workflow Templates
  • Automatically deleting the completed workflow jobs
  • Use of “Activity Count” and “Activity Count Including Process”

Workflow Templates

When we create a workflow , we have an option to activate the workflow as templates.
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We can also activate an existing workflow as a ”Process Template” as long the workflow is in draft/deactivate state.
One of the biggest benefit of saving/activating a workflow as template is that we can create a copies of existing workflow without creating a workflow from scratch.

Automatically deleting the completed workflow jobs

In CRM, when the workflow is completed, it still appears in the system jobs as shown in the following screen.
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We can delete these succeeded workflow entries automatically by checking the “Automatically delete completed workflow jobs(to save disk space” on the Administration tab of the workflows as shown in the following screen shot.
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Use of “Activity Count” and “Activity Count Including Process”

When we use wait condition or check condition in workflows, under the “Local Values” there is a “Process” option  and there are 4 sub options available for “Process” as shown the screen shot. The 4 options are :
  • Execution Time
  • Activity Count
  • Activity Count Including Process
  • Timeout
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Execution Time

It will give you the execution time (date and time) of the workflow.

Activity Count

It will return the total number of activities excluding activities created through workflow steps associated to the workflow entity.

Activity Count Including Process

It will return the total number of activities including activities created through workflow steps associated to the workflow entity.

Timeout

It will pause the workflow execution for specified data and time. Look at the following blog for detail explaination
http://www.dynamicscrmtrickbag.com/2009/07/12/waits-timeouts/

5 comments:

  1. i am very confuse this but you are given a very simple navigation to this problem to solve.
    Thank you for sharing this information
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    ReplyDelete
  2. Excellent Post thank you but can you count just open activities rather than all activities

    Regards
    Paul

    ReplyDelete