Post by BernardinaI need to create a workflow that, when a field is populated in one entity,
will create an Alert prompt to the user as a reminder that they need to edit
a field on another entity.
And I would also like to know how to create a workflow that will, when a
field is populated in one entity, create a new record for another (related)
entity.
Is this possible? Thank you very much.
These are definitely possible. Let's take the second first. That is
basically like auditing. Let's say you want to create an "Account
Audit" record whenever a user makes a change to an account. To do
this, create a workflow on the account, and check the "Record
attributes change" box. Then, select that field ("when a field is
populated") you want to trigger the workflow on. Then, just "Add
Step" / "Create Record". Select the (related) entity. Click on the
Set Properties tab, and fill out the attributes of the record you want
to create. You can basically take any field from the current record
and populate it into the new record.
The first can probably best be achieved by creating a new activity,
such as a task. ('Alert' functionality, such as displaying a message
box when a user opens a record, requires more custom coding.)
Basically, you can use the same technique as above to create a new
task for the user, in which you can remind then to edit the field on
the other entity.
HTH,
Dave
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David L. Carr, President
Visionary Software Consulting, Inc.
Certified Microsoft CRM 4.0 Consultant
Cell:503-351-4207begin_of_the_skype_highlighting 503-351-4207 end_of_the_skype_highlighting
If you mean can you pop up a box on screen, the answer is no. If you
mean create a task for the user to action, David has it sorted.