Paul Haan
Paul Haan

Reputation: 101

Prevent Dynamic CRM Workflow from sending an email to a Disabled User

I am using Microsoft Dynamic CRM Online and have a workflow issue. When the status of a case is modified, there is a workflow that kicks off to send members of the case team an e-mail. The problem is, it is sending the message to members of the team that have been recently disabled.

Example: User Jack Bauer is added to Case FOX24. One month later, Jack's account is marked as disabled. The following week, the status of the case is updated and a workflow is triggered to send team members an e-mail.

Is there a way inside a workflow to prevent the email from being sent if the user is disabled?

So far, I haven't found anyway to stop the email.

Upvotes: 1

Views: 862

Answers (2)

Paul Haan
Paul Haan

Reputation: 101

I solved my problem by creating a child workflow to remove any disabled users from the case specific attributes before the email is sent. The new process contains the nine checks for disabled users as well as an Update Record action for each check to {clear} the value of the associated attribute. It is marked as "Run on demand" so users can clean the Case record anytime they desire.

The child workflow will be called once per email in the parent workflow because they are sent using different timeout periods. Even if a user is disabled in the week or so between the first and second message, they shouldn't receive the messages.

Upvotes: 1

James Wood
James Wood

Reputation: 17562

Add a condition into the workflow which checks the status of the record in the 'To' field of the email.

Upvotes: 0

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