Wednesday, April 27, 2011

MSCRM 4.0: Cleaning up Workflows in a Wait State

The first step in the process is to create an Advanced find view that returns all System Jobs where the Status Reason = Waiting, Waiting for Resources, Pausing, In Progress. Add the columns Error Code and Message to the result columns for additional information. Jobs can fail or be in a Wait state for one of the following reasons:



  • The system is not able to execute a Send E-mail step.

  • The entity record containing the e-mail address information did not have an e-mail address.

  • The user sending an email in the workflow is disabled.

  • The record used to populate the Regarding field of the e-mail is not a valid record for this use.

  • The record the workflow was trying to update was in a 'Read Only' state.

Workflows can be re-designed so that they check some of these conditions and and better handle some of the scenarios described above. Some improvements could include:



  • Adding a Check Condition step that checks to ensure the e-mail address field contains data before all Send E-mail steps.

  • Send a notification to an internal user if the e-mail address field of the record does not contain data. The notification instructs the user to update the record with the e-mail address and run the workflow again.

  • Add a Cancel Workflow step that follows the Send E-mail notification to the internal user.This ensures that the System Job is canceled when it is not able to complete and does not continue to run.

  • Put a check in the workflow that ensures that the user sending the email is enabled.

  • Ensure all Regarding fields of E-mails generated from the System were updated with valid record types: Contacts, Accounts, Leads, Opportunities, Quotes, etc. are all valid record types. The step will fail if you try set the Regarding field to another Activity type like E-mail, Service Activity, etc.

  • Add a Check Condition step that checks the record status to ensure it can be updated before the Update step.

  • Add a Cancel Workflow stepif the record is in a Read-Only state.

Just these few extra steps in your workflow will decrease the number of workflows in a “Wait” status and is a good practice to employ.














    6 comments:

    Prabhu.G said...

    Really good.

    Richard C. Lambert said...

    Add the columns Error Code and Message to the result columns for additional information. Jobs can fail or be in a Wait state for one of the following reasons:http://pressurewasherjudges.com/

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