Recursive Workflow, Recursive Reminders

Manual Workflows  of Microsoft CRM 3 can be called recursively to achieve some new possibilities. Recursive Reminders are one of them.
 
If requirement is something like this that send reminder, if opportunity is open even after 7 days of its creation date. Ok. No problem. It can be easily developed. But if it is also added in the requirment that keep reminding after every 7 days if opportunity is open, than stop, we have to think.

There is a solution, a very simple one, create a recursive manual workflow.

You will need to create two workflows. One manual WF and another one on Create event for the sole purpose of calling the manual workflow.
Let’s first create manual workflow.

recursive-workflow-recursive-reminders-1.jpg

recursive-workflow-recursive-reminders-2.jpg

Note: If current WF is not saved than its name will not appear in the list of the sub processes. You will once need to save the manual WF and than open it again to add the action of calling sub process.

Now you need to create another WF on Create event of the Opportunity in which you will just call the manual WF.

recursive-workflow-recursive-reminders-4.jpg

Remember to activate both the workflows. Your reminders are working now.

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1 Comment

  1. nilesh said,

    April 30, 2010 at 10:42 pm

    Hi,
    I just check with this for MSD CRM 4.0
    but it fails for 7 th occurance
    and stop both work flows


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