Duplicate workflows in advanced find – CRM 365

While searching for the process in the Advanced Find of my MS Dynamics CRM 365 environment, I noticed that several “duplicates” of the process appeared. Although they had the same name, some of them were in Draft Mode and two were Active. One curious thing that I saw was few processes are same logic and steps, also, whenever I did a change in one of my Active workflow/business rule, the other was replicating the change. This made me had a hard time trying to figure out what was happening, specially because after searching the duplicates in the Default solution to delete them, only one appeared.

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workflow execution from Plugin

Here is quick sample code for workflow execution from Plugin …

Execute workflow …

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Editable Grid on Form and Workflow issue

new things

In the earlier post, it’s explained that how to make a view to be editable (Click here to explore that article). In this post, I will explain how to make any entity grid editable on form where it has been used as Sub-grid.

Its as well a simple configuration, here are the steps for it,

  1. First of all, that particulate entity must be enabled for an edit on entity level, if you don’t know how to make it, please explore it here.
  2. well, one entity is enabled for it now, open that particular form where you want make sub-grid as editable
  3. select that sub-grid and click on change property button on ribbon or simply double-click on that sub-grid. Refer below screenshot for same…..
  4. editble grid 4
  5.  once you open Sub-grid property, please click on Control tab ==> Add Control, please refer below screen shot for it…..
  6. editble grid 5
  7. It will add control, now set the properties for the sub-grid for the form, ref below screenshot …..
  8. editble grid 6
  9. Now, please save and publish the entity.

 

but there is one issue with the editable grid when we add that on from then Workflow dynamic values will be completely blank, just like below …

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Resolution for the issue is…

  1. deactivate the editable grid form then create the workflow, re-activate the editable grid form
  2. Remove the editable grid feature from the form then create workflow and enable the editable grid feature on the form

That’s it!!

Thanks !!

MS CRM Plugin debugging

top-debugging-tips

To debug plugin, we have two ways, One is explained in below provided link, I will explain the other.

https://support.microsoft.com/en-us/kb/2778280

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Sharing Records using a Workflow

We can not share records directly form out of box workflow, but by writing little code, its possible. That code with workflow is available on codeplex for free here are the links …

http://crm2011sharestep.codeplex.com/

http://crm2011workflowutils.codeplex.com/

In both of these plug-ins, an option to ‘share’ was produced as a step when creating your workflow. When the step is selected you are then able to select with whom (user or team) the record is to be shared with and what the default share permissions should be (e.g. read, write, delete). Similarly, you can have the step configured to remove all sharing or sharing with a specific user.