CRM 2011 Distribute Workflow Activity

Quick start guide

Case 1 – One to Many Create a workflow that the users can

invoke for a particular customer (contact) which sets the priority of all the customer’s cases to “High”

Case 1 – Step By Step Find the name of the 1:N Relationship

between Cases and Contacts Create a workflow on Case that sets

priority to High Create a workflow on Contact that

distributes the previous workflow on all cases related to the Contact

Test

Case 1 – Step By Step Find the name of the 1:N Relationship

between Cases and Contacts (“incident_customer_contacts”)

Case 1 – Step By Step Create a “Make Case High Priority”

workflow on Case that sets priority to High. Set “Run as a Child process” to true, and activate it.

Case 1 – Step By Step Create a “Make Contact’s Cases High

Priority” workflow on Contact that distributes the previous workflow on all cases related to the Contact

Test and try N:N example See documentation for the 4.0

version to see how to test and how to setup the plugin to distribute workflows for N:N relationships.