I have added companies and contacts to 2011 Dynamic CRM online. The contacts are tied back to the company. However, I want to create a workflow that allows me to update the company and add a primary contact to the company record whenever the contact full name is present in the active contact list under the company form. Any suggestions?
A few thoughts:
1) A workflow can be triggered by either an event, or by a person hitting "Run Workflow." It's not clear from your question whether you want this workflow to run automatically or by human intervention ("whenever the contact full name is present in the active contacts list" - that really just means the 2 records are related to each other through the Contact's "Parent Customer" field). If you want it to run automatically, you would set it to run either on Create of Contact or Update of the Parent Customer field on Contact (or both). If you want a person to trigger it, you just set it to On-Demand.
2) If you set up this workflow, that means that the newest contact will always overwrite the existing contact in the account form as the "Primary Contact". This is not always advisable. You probably want to include a check in the workflow to only run if this field does not contain data, otherwise stop the workflow.
You can create a workflow, which triggers on: Create of contact and update of contact.
Then in the workflow check, if the full name is present. If yes you can update the company.
Related
We have a travel request application. where a user submit a request which should go into 2 stages of approval process before it gets Final Approval.
Now we did the following:-
Create a SharePoint list which contain those fields; Title, Description, StareDate, EndDate, FirstApproval (the requestor direct manager), SecondApproval (the requester regional approval), Statues (system-generated with those options; open, first-approved, second-approved, Final-Approved).
Power Apps, which send emails to the first-approval and the second-approval users , and show-hide the Approved & Reject buttons based on the item status.
Power Automate,to set item-level permissions, so for example when the item needs first-approval only the approval's direct manager can edit the item, while all stakeholders can read-only.
now the process is not 100% secure, as a requestor using API call or using SharePoint built-in forms, can easily create a new request and define its status as Final-Approved. so in other words the requestor can bypass the Power Apps business logic. so how we can secure our process? so if an item has a status = "Final-Approved", then we can 100% sure that it actually went through the 2 approvals users?
One Approach i am thinking of, is as follow:-
To create additional SharePoint list >> which stores the ItemID + ItemStatus.
Grant all users Read-Only on this new list while grant the service account Contribute.
Update this new list from Power automate Only. so for example only if the submitter's direct manager did the approval, to change the status inside the new list to First-Approved, and so on.. Also only if the submitter's regional manager approve the request + there is already an approval from the direct manager to change the status from First-Approved to Second-Approval.. so what ever the status is inside the new lit i can be sure that it has not been hacked, as end-user will have read-only on this new list.. can anyone advice please?
Thanks
I believe this question is not unique to you, many SharePoint developers need to make specific configurations or use some artifices to ensure a certain process developed in SharePoint.
Using exclusive/custom permission control into List and uses the PowerAutomate layer to conntrol List Item permission only to approver will secures some update from Rest API, for example.
If you want to block New Insert items and/or block Update items by PowerApps, you can substitute the instruction into "OnEdit" and/or "OnNew" events using ResetForm(SharePointForm1);; RequestHide();; with this instructions in these events block some user to create or update SharePoint Items.
Into SharePoint list settings, in advanced settings, you can disable attachments, disable comments in list item, disable search, disable quick edit, disable launch form in dialog.
I think that's all.
I am trying to customize the template of a Journal entry basic approval which routes the approval request to the supervisor of the user who creates the journal, this is set in the Initiation stage:
Workflow : Approver=Workflow : Approver : Supervisor
What I want is to set as approver all the users who have Senior Accountant role, by preventing the user who created the journal to approve his/her own journal. I think I should use the formula field but I have no idea how to set it up... Anyone who has come across this and can help?
NetSuite's workflow names the approver in the workflow field. This is used as a criteria later, presumably to show/hide the approval button.
I would suggest creating a copy of the workflow to modify. Set the original to Status = "Not Released".
In your new workflow, you'll want to modify the criteria that shows the approve/reject buttons to look at the existing user's role. You'll also require a second criteria to check if the current user created the journal.
Hope this helps.
Thanks to Mark I found the way!
I have created the workflow from the workflow templates that
Netsuite provides (Journal entry basic approval)
I edited the condition of the two actions (add button) in the state "Pending approval" in the following way:
User Role = Administrator, Accountant And User != Workflow : Created By
This worked! Now, all the users with roles "Administrator" and "Accountant" can approve all the journals except these created by themselves: exactly what I needed.
Thank you Mark for your help!
I am using power automate to create a document approval workflow, and would like the user to be prompted/asked to select the people reviewing the document. The point is that we have many approvers in our team and I do not want to hardcode the e-mail address of one user only.
You could use the trigger as shown below:
I am new to sharepoint. I am using sharepoint 2007. I have a following requirement.
1) Custom list has various fields ... Requestor, Application Name, Reason, etc..
2) When person fill out the form (custom list). It will send a notification to Approvers for review and based on Request action : Approved --> It will send an e-mail notification to specific group.
I have a setup a document approval workflow on custom list. Workflow works fine but I don't know how to send an e-mail notification based on workflow status : Approved. I have tried to create a another workflow using Sharepoint Designer 2007 but didn't work.
I would like to know whether it is possible without doing any programmatic way ? I would appreciate your reply.
Thanks in advance.
This is more like a SharePoint Designer Workflow, which responds to actions and rules.
You can get an introduction here
follow the steps ,these are the main steps you can have a try:
Create workflow attach to the list and start it manually & auto
start it when a new item is created & auto start it when an item is
modified.
Add Collect data from a User action. Click data and add a choice field (named it approval, give two choices: approve, reject)
in the custom task wizard. Output to Variable:collect
Add a new step, Conditions: if Variable:collect equals to Approve Actions: Send email to Created by
Collect (main manager) data from a user. Output to Variable:collect1(similar with step 2) Conditions: if
Variable:collect1 equals to Reject Actions: Send email to
Created By.
Add new step similar with step 3. Send approve email to Created By when Variable:collect1 equals to Approve or send reject
email when Varible:collect1 equals to Reject.
here is one of bolg which also you can refer
http://www.gandhipritesh.com/2009/07/create-custom-approval-workflow-using.html
I have a code activity that sends an email in a VS workflow. It simply sets the 'To' property to the name of a SharePoint group in the site collection. However, only the 1st person in the group gets emailed.
Any ideas why this is happening?
thanks
Does your group contain anything other than just users (ex: distribution lists, ad groups)?
If this is still a problem and you need to be able to send to a SharePoint group, I would recommend writing a custom workflow Action that would gather the emails of all the users in a specified group (you can find many tutorials online on how to make a custom action).
Turned out it was not even emailing the first user. I decided to extract the user emails programatically instead. Works fine.