CRM 2011 工作流程条件问题
我在 CRM 2011 中创建了一个简单的工作流程,该工作流程检查一个实体中的字段值并在另一个实体中创建新记录。然而,有时,创造并没有发生,只是似乎条件在应该满足的时候没有满足。
考虑一个名为“Car”的实体,它有一个名为“Task”的文本字段。此任务字段将始终使用 4 个可能值之一保存:“”、“添加”、“更改”、“删除”。
该值用于确定工作流应如何处理。
当不同的字段 - “驱动程序”发生更改时,工作流程将被设置为触发。
工作流程的设置如下...
- Condition
- If "Task" == "Add"
- create new record
- Else if "Task" == "Change"
- create new record
- Else if "Task" == "Delete"
- create new record
- Reset "Task" to ""
注意:创建的记录根据“任务”使用不同的值,
我可以看到工作流程始终在预期时触发,并且“条件”和“重置”都被处理。问题是有时(尽管目前还没有)没有创建任何记录 - 这表明没有满足任何 IF 条件。然而,我没有理由解释为什么。我可以看到“任务”字段始终在保存之前按预期设置(精确的拼写/大小写等)
那么,CRM 工作流程是否存在任何已知问题可以解释这一点?有没有更深入的方法来调试这些问题? (即在“条件”检查时检查“任务”的值)
我想知道工作流程的“重置”部分是否有可能在条件之前以某种方式进行处理?条件是检查空白字段。
任何帮助将不胜感激,谢谢
I have created a simple workflow in CRM 2011 which checks a field value in one entity and creates a new record in a different entity. Sometimes however, the creation doesn't occur, it just seems that the condition is not met when it should be.
Consider an entity called "Car" which has a text field called "Task". This Task field will always be saved with 1 of 4 possible values: "", "Add", "Change", "Delete".
This value is used to determine how the workflow should process.
The workflow is set to fire when a different field is changed - "Driver".
The workflow is setup like this...
- Condition
- If "Task" == "Add"
- create new record
- Else if "Task" == "Change"
- create new record
- Else if "Task" == "Delete"
- create new record
- Reset "Task" to ""
NOTE: the created record is using different values depending on "Task"
I can see that the workflow is always fired when expected, and both the "Condition" and the "Reset" are processed. The problem is that sometimes (although, not so far today) no record is created - this suggests that none of the IF conditions are met. However, I have no reason to explain why. I can see that the field "Task" is always set as expected prior to the save (exact spelling/casing and all)
So, are there any known issues with CRM workflows that could explain this? Is there a more indepth way to debug these issues? (i.e. check the value of "Task" at time on "Condition" checks)
I am wondering is it possible that the "Reset" part of the workflow is somehow being processed before the condition? and there for the condition is checking a blank field.
Any help will be greatly appreciated, Thanks
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不幸的是,自从我第一次创建工作流程以来,我就没有再遇到过这个问题。
然而,评论中提供了一些关于如何调试此类问题的好技术 - 感谢那些人!
首先,您可以打开实体审核,这将帮助您追踪哪些内容出问题了。
另一种选择是从工作流程中发送包含当前数据值的电子邮件以进行调试,或者添加最终的“else”子句以在不满足任何条件时发送电子邮件(也许是一个很好的故障安全添加,即使它似乎一切都在工作) - 我喜欢第二个选项,因为它更“开箱即用”的思维;)
无论如何此处您可以找到有关从 CRM 中发送电子邮件的信息工作流程
Unfortunately, I have not experienced this issue again since the first time when I created the workflow.
However, some good techniques where offered in comments as to how this sort of issue could be debugged - thanks to those people!
Firstly, you can turn on Entity Auditing which will help you track down what is going wrong.
Another option would be to send an email from the workflow with the current data values for debugging, or add a final "else" clause to send emails when none of the conditions have been met (perhaps a good fail safe addition to have even when it does seem to all be working) - I like this second option as it is more "out of the box" thinking ;)
Anyway here you can find information on sending emails from within a CRM workflow