How can a workflow be told to wait until a specific date, or date field?
It works with timeout equals date, but I would much rather use wait until process time is on or after date.
When I try this the workflow is postponed until our distant ancestors have died of old age; it is the same if I put in a date field instead of a specific date (which is the end goal):
You want to consider what is considered a "timeout" for the desired behavior. The following links provide some more context.
Also, unless you have a really specific use case for using a specific date (like year end deadlines or processing) -- you'll probably want to use a datetime field on an entity as the basis for the right side of the comparison. You can always use the dialog on the right to choose a fixed date/time before or after any of the entity datetime fields.
http://social.technet.microsoft.com/wiki/contents/articles/11291.microsoft-dynamics-crm-2011-workflows-wait-and-timeout.aspx
http://www.powerobjects.com/blog/2012/11/06/multiple-waiting-workflows-wait-conditions-and-timeouts/
http://www.dynamicscrmtrickbag.com/2009/07/12/waits-timeouts/
Yes, it will use the current value of the field each time the workflow is checked.
Related: CRM2011 Workflow: What happens if the field which is used in the condition of the workflow is updated after the workflow has started?
Related
I would like to trigger an email when a new Time entry is created in Netsuite. Usually this can be easily accomplished through a Saved Search/Email but for Time searches, sending on Create is not available and already the topic of an enhancement request.
I've created a Workflow which will trigger upon Time entry create. In order to use the time entry fields I first created Workflow Fields and then in State 1 populate those workflow fields with the values. Suiteanswers: Use SQL expressions in Send Email action via the Workflow Manager (ID: 21669)
I can map many of the fields like Customer:Project, Service Item from the Time entry into my Workflow. I am stuck on mapping the Netsuite Duration field which according to the Records Browser is of a type "timetrack" ie 1:05.
I have tried it from the available field types, Date, Date/Time, Integer. I'm now trying to populate is into a Text field but am stuck as to how to convert it from the timetrack record type into Text.
Have tried
TO_CHAR({hours})
CAST({hours} AS text)
I just want a field with the Duration that I can use in an email. :)
How could I achieve this affect? Any thoughts appreciated.
Turns out that somewhere along the track I over-complicated what was needed. In the end I just inserted {hours} into my email text box and it worked. I can't explain why it didn't work initially.
On CRM in the appointments you can click on the regarding tab to open up that appointments Case details.
Is it possible to add the CASE number for that appointment to the appointments page. Reason being every time I want to see the case number I need to click on regarding tab and open up another webpage.
Would be nice to just have the case number appear on the appointment page, anyway on the page is fine.
Is this possible?
thanks
I agree with Alex and Disagree with Darren, although a plugin would get the job done it seems very excessive for what you are trying to accomplish.
The best way to do this between entities is to use the mapping fields between entity relationships however i don't believe CRM allows this between case and appointment in which case i would create a workflow.
Create a workflow on appointment firing on create or on-change of the regarding field, pull the case number field from the case entity when regarding is on case. This workflow will fire every time this event happens however you can build some extra logic around it and if there isn't a case entity no data will be pulled through.
Hope this helps
You can write a plugin on create and/or update of the regarding field on Appointment. Within this plugin you can check if the regarding field is populated and if so if the entity type is incident. If it is, obtain the Case Number (using the OrganizationService) and set the value of a custom attribute on the triggering Appointment.
Add the custom attribute to the Appointment form. Generally this kind of reference information goes in the header section but it's entirely up to you. If you don't place it there make sure you mark it as read-only.
Depending on your use case you may also want to check in the plugin when the regarding field changes. If the regarding is removed or changed you'll need to make sure you update the case number on the Appointment to reflect this.
I've got an events channel set up on a client site where everything is working just fine. However they now have a single event that runs every Sunday. Due to using the start_on parameter to only show events from the current month onwards this recurring event is now displaying a blank page.
Is there a simple way to have the entries publish date automatically updated to the current month or somehow display recurring events correctly. Client is unwilling to spend money on a new module such as Solspace Calendar.
You could set up a cron job on the server to run a PHP script which would modify the entry date on your recurring entry.
Yeah I see your dilemma, Sean - separating the event from its month and year (year in particular) to have one even display multiple times... What about using MX Clone to simply allow them to create multiple instances of the same entry (granted, they'd have to adjust the date for each one too, but that can be done en masse from the mass edit screen if you're using one of the native date fields and not a custom date field)?
Could you make the entry sticky? Not sure whether that would override the start_on parameter or not.
I'm currently writing an application that moves Notes documents between databases based on the amount of days that have elapsed from the creation/modified/last accessed dates. I would just like to get ideas on a simple and convenient way to create documents with specific dates, without having to change the time on the Domino server, so that I could test out my application.
The best way I found so far was to create a local replica and change the system clock to the date I want. Unfortunately there are problems associated with this method. It does not work on the modified date - I'm not sure how it is getting the modified date information when the location is set to Island (Disconnected) - and it also changes the modified and last accessed dates when the documents are replicated to the server replica.
Someone suggested trying to create a DXL of the document, modify the date time in the DXL file, then import it back into the database as a Notes document; but that does not work. It just takes on the date-time that it was created.
Can anyone offer any other suggestions?
You can set the created date for a document by setting the UNID (which is fundamentally a struct of timestamps, although the actual implementation has changed in recent versions). Accessed and modified times, though, would be unsettable from within the Notes/Domino environment, since the changes you make would be overwritten by the process of saving the changes. If you have a flair for adventure and a need to run with scissors, you could make the changes in the database file itself either programmatically from an external application, or manually with a hex editor. (Editing the binary will work -- folks have been using hex editors to clear the "hide design" flag safely for years. Keep in mind that signed docs will blow up badly, and that you need to ensure that local encryption is off for the database file.)
There's actually a very simple way to spoof the creation date/time: just add a field called $Created with whatever date/time you want. This is alluded to in the Notes C API header file nsfdata.h:
Time/dates associated with notes:
OID.Note Can be Timedate when the note was created
(but not guaranteed to be - look for $CREATED
item first for note creation time)
Obtained by NSFNoteGetInfo(_NOTE_OID) or
OID in SEARCH_MATCH.
Unfortunately, there's no analogous technique for spoofing the mod or access dates. At least none that's ever been documented, as far as I know.
I imagine given how dependent Lotus Notes is on timestamps (for replication, mainly), there isn't an API call that allows you to change the modified, created, or last access dates of a note. (More on the internals of Lotus Notes can be found here.)
I dug around the Notes C API documentation, and found only one mention on how to get/set information in the note's header, including the modified date. However, the documentation states that when you try to update that note (i.e. write it to disk), the last modified date will be overwritten with the date/time it is written to disk.
As an alternative, I would suggest creating your own set of date items within the documents that only you control, for example MyCreated, MyModified, and MyAccessed, and reference those in your code that moves documents based on dates. You would then be able to change these dates as easily as changing any other document item (via agents, forms, etc.)
For MyCreated, create a hidden calculated form field with the formula of #CREATED or #NOW. Set the type to computed when composed.
For MyModified, create a hidden calculated form field with the formula #NOW, and set the type to computed.
MyAccessed gets a bit tricky. If you can do without it, I suggest you live work with just the MyCreated and MyModified. If you need it, you should be able to manage it by setting a field value within the QueryOpen or PostOpen events. Problems occur if your users have only read access to a document - the code to update the MyAccessed field won't be able to store that value.
Hope this helps!
I have a SPD workflow that is set to run when an item changes but it keeps getting triggered on new items, which is pretty annoying. I'm looking into why this is happening but I'm also looking for a way to terminate the workflow if the item is new as a temporary workaround.
I tried to compare the Created field to the Modified field i.e. if Created and Modified are the same then don't run. This didn't work, either as a date or string comparison.
Any suggestions would be much appreciated.
Store a flag in a hidden field the first time the workflow is run. Check if the flag is present, if not then it is the first time (created), otherwise it is updated.
I have faced this same issue and I solved with the workaround like this
Take created date and add 1 minute with it and assign it to a variable
Check this variable less than current time.
It done with the following assumption
a. No one try t edit the item within one minute, it created
b. Workflow will execute within one minete
In my case it was success
The comparison between the created time and modified time works on SharePoint 2010 (it is used here). Perhaps the comparison is done incorrectly or the wrong object is used to get the data from?
If said approach does not work on 2007, perhaps it may be possible to use the owshiddenversion field (directly access as property if not correctly exposed). It should be 1 for a newly created item, and > 1 otherwise. It may only be available on versioned lists, I do not recall.
Try adding a condition which compares the create date with the modified date.
i.e.: if current item:created not equals current item:modified