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1. UG Bot
   

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   Newsgroup subject: Activity workflow - assign - event triggered when follow-up task created - CRM 3.0
   Archived from: microsoft.public.crm
   Author: Graeme Canivet

   Hi,

   I have created a workflow rule under Task > Assign with an action to send an e-mail to the owner stating a task has been assigned to them.

   The rule works great to notify users when tasks are assigned to them, however, it seems to be additionally triggered when a user Creates a new task using the "Follow-up" (Form Assistant). In this case it causes an e-mail to go out to the individual creating the task, which is more of a nuisance than anything.

   Has anyone experienced this or have an alternative?

   Thank you,

   Graeme

   Posted 1 year ago #

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   Newsgroup subject: Re: Activity workflow - assign - event triggered when follow-up task created - CRM 3.0
   Archived from: microsoft.public.crm
   Author: Jevgenij Martynenko

   Hi,

   before sending an email, You could check if the Task.Owner equals Task. Modified By, and send the email only if it is not (meaning, send email only when the Task is not assigned to self).

   Hope this helps,
   Jevgenij

   Posted 1 year ago #

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   Newsgroup subject: Re: Activity workflow - assign - event triggered when follow-up task created - CRM 3.0
   Archived from: microsoft.public.crm
   Author: Graeme Canivet

   Hi Jevgenij,

   Good idea, but unfortunately the "Modified By" field is not available for Task conditions. At least not as far as I can tell... Any other thoughts?

   Thanks

   Posted 1 year ago #

4. UG Bot
   

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   Newsgroup subject: Re: Activity workflow - assign - event triggered when follow-up task created - CRM 3.0
   Archived from: microsoft.public.crm
   Author: Jevgenij Martynenko

   Sorry, I didn't notice this was a question about CRM version 3, but not 4 (Modified By field is available in version 4).
   The only way I can think about right now is, that you could:
   1) add a 'bit' type attribute to the Task entity called for example 'Notify Owner'
   2) write a callout on Assign for a Task entity to set this parameter to true, if the task has been assigned to anyone except the owner
   3) check the 'Notify Owner' attribute in your workflow and act accordingly

   But... since in CRM 3.0 there are some problems with callouts (they don't work every time they should), there is a possibility that your callout would only work for a manual task creation, but not for batch operations, which distribute activities, like Distributing Campaign Activities, Quick Campaigns, etc.
   Never tried this scenario, so I can't tell for sure.

   Maybe someone could offer an easier solution... :)

   Hope this helps,
   Jevgenij

   Posted 1 year ago #

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