tag:blogger.com,1999:blog-518307109112772972.post7466583905443657..comments2024-03-28T00:29:34.101-04:00Comments on Gonzalo Ruiz - Dynamics CRM: Scheduling recurring workflows in CRMGonzhttp://www.blogger.com/profile/02521457712101956774noreply@blogger.comBlogger30125tag:blogger.com,1999:blog-518307109112772972.post-68945075753611009832016-07-14T07:44:33.588-04:002016-07-14T07:44:33.588-04:00yes, at least 1 hour is the minimum.yes, at least 1 hour is the minimum.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-35924865189313775252016-06-02T06:19:24.504-04:002016-06-02T06:19:24.504-04:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/06198868845968212183noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-31873113207784376672016-06-02T06:16:39.876-04:002016-06-02T06:16:39.876-04:00Hi Gonzalo,
I am very impressed with your logic of...Hi Gonzalo,<br />I am very impressed with your logic of Recurring WF.Thanks a lot.<br />Here my question is,I need to run a custom activity every 15 mins.<br />I need your clarification on this.<br />Anything less than 1 hour will be caught by the infinite loop detection and the workflow will be cancelled?<br />Please let me know.I am using CRM 2016 online.<br />Thanks in Advance.<br />Anonymoushttps://www.blogger.com/profile/06198868845968212183noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-72729217924419352522015-10-06T15:47:20.999-04:002015-10-06T15:47:20.999-04:00Building off of this, I was able to create a perpe...Building off of this, I was able to create a perpetually recalculating process - basically my own custom rollup field. Here's my writeup: http://ms-crm.guru/?p=156Bob Hatcherhttps://www.blogger.com/profile/03196844839275539539noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-14155419869484945012015-08-05T01:49:15.718-04:002015-08-05T01:49:15.718-04:00Hi Gonzalo,
I have a workflow to be activated on ...Hi Gonzalo,<br /><br />I have a workflow to be activated on the 1st and 15th of each month. I think there are two options of implementation.<br /><br />The first approach is to create two identical workflows that launch on the 1st and 15th of each month and then launch them again one month later.<br /><br />The second approach is just to have one workflow and in it, add a code to check the current date and bypass the business logic if it is not the 1st or 15th of each month.<br /><br />Which is the best option? Or you have better solution?<br /><br />TiongAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-65400120205671216442014-07-30T21:04:03.087-04:002014-07-30T21:04:03.087-04:00Hi Gonzal,
Thats a very good explanation.
But when...Hi Gonzal,<br />Thats a very good explanation.<br />But when I implement in my environment, my workflows end after I manually start the workflow for the first time. I have two custom entities: Main entity is Calls and the other enitity is task. Calls entity has 1:N relationship with task entity. First my task workflow needs to run every hour and then after 5 mins calls workflow needs to run.<br />I've done same like yours and triggered both manually for the first time and they gets succeded after an hour and stops. What am I doing wrong? In the workflow I see Postpone until with the date as today and the time as the hour it stopped running for the first time. Is this something I need to change, if so how?<br />Please let me know ..<br />ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-86148689409061254682014-07-02T17:35:27.413-04:002014-07-02T17:35:27.413-04:00Gonz;
I think my situation is similar to Jaydeep&...Gonz;<br /><br />I think my situation is similar to Jaydeep's in that I'm working with multiple contacts. We use CRM 2011 Online, and every hour i need to run a workflow on contacts that have been updated. The contacts are brought up in a Personal View, and i think this part can be accomplished by a "Check Condition" in the workflow before it proceeds to the wait routine. The workflow I'm doing just updates the contacts even further. Would I need to talk to our SysAdmins about the "Distribute" Workflow Activity to accomplish this?Anonymoushttps://www.blogger.com/profile/07759610767852143223noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-7954346983600533842014-07-02T16:50:34.240-04:002014-07-02T16:50:34.240-04:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/07759610767852143223noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-20114313167798220202014-02-15T12:40:10.326-05:002014-02-15T12:40:10.326-05:00Sorry the correct time is 1 hourSorry the correct time is 1 hourGonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-35484582061587149352013-11-26T12:37:03.754-05:002013-11-26T12:37:03.754-05:00on June 28, 2012 at 8:04 PM Gonz wrote :
Anythin...on June 28, 2012 at 8:04 PM Gonz wrote :<br /> Anything less than 1 hour will be caught by the infinite loop detection and the workflow will be cancelled<br />But on Warning section Gonz wrote :<br />however, the depth is reset after 10 minutes of inactivity.<br /><br />So, which is the correct one?<br />I've just tried a 11 min. wait and it falied. <br />FYI : <br />My goal was to perform rather large update of contacts on Online deployment.<br />Since sandbox operations (async, sync or custom workflow) all must be registered as sandboxed, 2 min timeout prevent this massive update.<br />The solution was using recursive WF, as suggested above. However, 11 min. were not enough to reset the depth parameter. YOTAM Hnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-27705110553904532002013-11-22T13:33:52.632-05:002013-11-22T13:33:52.632-05:00Hi Gonzalo,
Thank you for your post. Our organiza...Hi Gonzalo,<br /><br />Thank you for your post. Our organization deals with subscriptions. The subscriptions start on the first day of the month. So if a person pays for a subscription on November 22, 2013 then their subscription will start on December 1, 2013.<br />Is there a way to capture that process, where if a person pays in the middle of the month that a workflow will update date field to the 1st day in the next month.<br /><br />Thank you,<br />Scott<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-76959517668264907382013-10-25T11:25:09.196-04:002013-10-25T11:25:09.196-04:00Hi Gonzalo,
Nice article.very helpful...thanxHi Gonzalo,<br /><br />Nice article.very helpful...thanxAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-17807548946700226252013-10-02T11:22:41.565-04:002013-10-02T11:22:41.565-04:00Hi Gonz - can I run a workflow on a custom View ev...Hi Gonz - can I run a workflow on a custom View every 24 hours?Taylorhttps://www.blogger.com/profile/10882001124912398822noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-52838878058246900262013-07-09T19:58:27.947-04:002013-07-09T19:58:27.947-04:00You cannot run a workflow periodically on multiple...You cannot run a workflow periodically on multiple records out-of-the-box. You could use the "Distribute" workflow activity (from Codeplex) to run a workflow on multiple records.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-26107410880514581702013-06-17T17:15:08.030-04:002013-06-17T17:15:08.030-04:00Hi Gonzalo,
Great post.
I have similar scenario w...Hi Gonzalo,<br />Great post. <br />I have similar scenario where I have to run recursive workflow on 1st of every month for multiple records. Like on 1st of the month convert all Account with status "Closed" (custom status field) into Leads. Is it possible to run the same workflow for multiple records and periodically?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-86886419315477170522012-12-06T14:19:42.384-05:002012-12-06T14:19:42.384-05:00Hello Gonzalo,
Great Idea, Thannks!
I have only on...Hello Gonzalo,<br />Great Idea, Thannks!<br />I have only one question... ehat about the new records you didnt select?<br />What about new records create later?<br />Do I have to execute manually the WF again?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-9626679814852386012012-07-12T11:28:21.805-04:002012-07-12T11:28:21.805-04:00Hi Suhas, I'm not sure recurring worklfow is g...Hi Suhas, I'm not sure recurring worklfow is good for your scenario, you might end up drowning your async service if you have daily recurring workflows for every acount in the system. You can simply make your workflow wait for the date you want and then send the email on that date.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-6721041232779282172012-07-12T05:54:41.403-04:002012-07-12T05:54:41.403-04:00Hi Gonz,
I have gone through your post. A great ex...Hi Gonz,<br />I have gone through your post. A great explanation is given by you, which helps to me as I am beginner in CRM.<br />Now my question is that we have a scenario which very much like the your example only one thing is that we have added custom date field in account entity and we need to check that date with current system date to send an email alert to user. We want this for all records in account. So by this workflow process can we check the date condition for all records in account entity for each day and if a conditional match found it will take appropriate action.<br />Can you help me out for this scenario?<br />Thanks,<br />Suhas.SuHaS...https://www.blogger.com/profile/00266191174405077189noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-15627004830213424932012-06-28T20:04:08.094-04:002012-06-28T20:04:08.094-04:00If you set the time interval for 1 hour then you s...If you set the time interval for 1 hour then you should be fine. Anything less than 1 hour will be caught by the infinite loop detection and the workflow will be cancelled. To be sure you can configure it to something like 1 hour + 1 minute. After 1 hour of a system job being "inactive", the depth couter is reset so the infinite loop detection can be bypassed.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-12520665333377035002012-06-22T07:56:41.016-04:002012-06-22T07:56:41.016-04:00Great Post Gonzalo.
Does this work if we set the ...Great Post Gonzalo. <br />Does this work if we set the interval to 1hour ?? Will CRM not detect the recurring workflow as infinite loop & cancel it??Anonymoushttps://www.blogger.com/profile/08549348992617137566noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-6764454655354492552012-02-24T06:15:48.505-05:002012-02-24T06:15:48.505-05:00Thanks..
It works. Great post!Thanks.. <br /><br />It works. Great post!Thushara Manchanayake (BSc, MCITP-Dynamics,MCTS-Dynamics,MCTS)https://www.blogger.com/profile/05064223826325261719noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-71473736547675323492012-02-23T11:55:46.581-05:002012-02-23T11:55:46.581-05:00To set it to {1 Month} you need to select "Du...To set it to {1 Month} you need to select "Duration" in the form assistant (insted of Before/After). Process Timeout Equals Duration: (1 Month). You can use this technique, you just need to start it once on March1st manually and then tell it to wait 12 months.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-46753315983083128312012-02-22T06:00:19.991-05:002012-02-22T06:00:19.991-05:00Hi Ruiz,
How did you set the dynamic value {1 Mon...Hi Ruiz,<br /><br />How did you set the dynamic value {1 Month} using CRM workflow designer? Actually I need to trigger the workflow on March 1st in each year. Can we use this technique to do that?<br /><br />Thanks,<br />Thushara M.Thushara Manchanayake (BSc, MCITP-Dynamics,MCTS-Dynamics,MCTS)https://www.blogger.com/profile/05064223826325261719noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-14228258554823994442011-12-21T13:01:01.340-05:002011-12-21T13:01:01.340-05:00Hi Sam,
Unless you schedule some kind of service ...Hi Sam,<br /><br />Unless you schedule some kind of service (independent from CRM) which will trigger the workflow at the beginning of the year then you'd have no choice but the execute it manually. There is now way to schedule workflows in CRM to start on a specific date-time, you can only postpone the execution to a specific date time. <br /><br />A workaround you can explore is to insert an additional "wait" step at the beginning of the workflow which waits until Jan1st. Then you can trigger the workflow manually and it will go to sleep until Jan 1st.Gonzhttps://www.blogger.com/profile/02521457712101956774noreply@blogger.comtag:blogger.com,1999:blog-518307109112772972.post-50743514806628801162011-12-15T13:28:43.530-05:002011-12-15T13:28:43.530-05:00Hi Ruiz,
Great blog, very innovative and much nee...Hi Ruiz,<br /><br />Great blog, very innovative and much needed. I have been reading your blog since yesterday time and time + have posted same question at the forum: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/1674af80-d48f-4a7a-9ef7-e5f30afa0d35<br /><br />I must admit, your blog is very popular as everybody is posting your link when it comes to recursive workflow.<br /><br />Back to my question, that i have posted at the forum. I have plugin on one my custom entity that does bunch of calculations, i need to execute that update plugin for all the records at the start of the year.<br /><br />The timeout = 1 month thing, kicks off when we run it manually (no problem doing it), any chance we can tell the system to say start of the year.<br /><br />Sorry my expertise level on workflow is that of a beginner so would really appreciate if you can point me in right direction.<br /><br />Thank you<br />SamSamnoreply@blogger.com