c# make barcode FIGURE 14-6 Process Dependencies view in VB.NET

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FIGURE 14-6 Process Dependencies view
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14 Workflow Processes
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Workflow Process Execution Options
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When you create a workflow process, you need to specify how Microsoft Dynamics CRM can execute that process. As Figure 14-5 shows, you can configure multiple options to trigger the workflow process automatically. We cover the options for automatic execution in the section titled Triggering Events later in this chapter. In addition to specifying automatic triggers, you can configure a workflow process with two other execution options:
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On demand Allows a user to execute a workflow process manually on a group of records or a single record As a child workflow Allows workflow process designers to reference the workflow process as a child in a different workflow process
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You can mix and match these execution options appropriately, so you can create a large number of combinations based on how you want Microsoft Dynamics CRM to execute your workflow processes.
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Scope
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By setting the scope of a workflow process, you can further refine which records the process affects. The scope options are similar to those used in Microsoft Dynamics CRM security access levels:
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User Business Unit Parent: Child Business Units Organization
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These scope options appear for workflow processes on user-owned entities such as leads, accounts, and contacts. For organization-owned entities such as addresses or products, Microsoft Dynamics CRM only provides an Organization scope option. When running an automatic workflow process, Microsoft Dynamics CRM uses the combination of the workflow process owner s privileges and the scope of the workflow process to determine the records affected by the workflow. Important The scope option applies only to workflow processes instantiated automatically by
an event in Microsoft Dynamics CRM. Scoping a workflow process cannot elevate a user s rights. It can only further restrict the number of records affected.
Part III Processes
Consider an example of how modifying the workflow scope affects the records on which a process runs: Say you have a workflow process that updates a lead, and a user named Alan owns that workflow process. If Alan has Organization-level update rights to leads, but the process s scope is set to User, only the lead records that Alan owns will be updated by this process, as limited by the scope of the workflow process. Likewise, if Alan s update access level is set to User but the workflow process s scope is set to Organization, the workflow process updates only leads owned by Alan as limited by the scope of Alan s security rights. Although he can run the workflow, the process will not complete because of the restriction of his security permissions. Workflow cannot elevate the privileges defined in Alan s security roles. Tip When creating workflows intended to execute on any record in the organization, set the
scope to Organization. If you are creating a personal workflow process to execute only against records you own, set the scope to User.
Trigger Events
When you create a workflow process, you must define the event that will trigger it. In other words, you must specify which actions in Microsoft Dynamics CRM will start the workflow process. For each process, you can specify one or more of the following triggers:
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Record is created Record is assigned Record is deleted
Creating a new record of an entity Changing the status (state) of a record
Record status changes
Changing the owner of a record
Record fields change Changing one or more values on a record Deleting a record
Most of these triggers are self-explanatory, but we want to clarify the Record status changes event. The Record status changes event refers to the status or state (schema name of statecode) of an entity, but not the status reason (schema name of statuscode). Table 14-1 displays some sample status and status reason values to illustrate the differences.
TABLE 14-1 Status and Status Reason Values for Select Entities
Entity
Account Case
Status values
Active Inactive Active Resolved Canceled
Status Reason values
Active Inactive In Progress On Hold Waiting for Details Researching Problem Solved Canceled
14 Workflow Processes
Entity
Lead
Status values
Open Qualified Disqualified
Status Reason values
New Contacted Qualified Lost Cannot Contact No Longer Interested Canceled Open Sent Received Canceled
Phone Call
Open Completed Canceled
Many people assume that the Record status changes event will execute when changing the status reason of a record. However, changing only the status value will trigger the workflow. Tip If you want to trigger a workflow process from a change of the status reason attribute, use
the Record fields change event and select Status Reason (statuscode).
With the Record fields change event, you can select one or more attributes of the entity for workflow to monitor. After you select the Record fields change event, click the Select button, and then select the attributes you wish to have monitored (see Figure 14-7).
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