Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Conditional Branch. Adds a conditional branch to the workflow. To add aconditional branch, you must select the If line in a check condition or theOtherwise, if line in another conditional branch.Note that more than six levels of conditional branching are not displayed.Default Action. Adds a default action to the workflow. You can include onlyone default action associated with a check condition. To add a default action,you must select the If line in a check condition or the Otherwise, if line in aconditional branch.Wait Condition. Adds a wait condition to the workflow. You can add a wait conditionat any level in your workflow logic.After you have added a wait condition to your workflow, you can add one or moreparallel wait branches to the wait condition:Parallel Wait Branch. Adds a parallel wait branch to the workflow. To add aparallel wait branch, you must select the Wait until line in a wait condition orthe Otherwise, wait until line in another parallel wait branch.c. Click .d. In the Specify Workflow Condition dialog box, select the condition for the workflow step:Tip: After you specify one condition, move your cursor over the area to the right of thecondition you just specified. New fields appear, in which you can specify additional detailsabout the condition.i. In the first list, select a primary entity or related entity.ii.iii.iv.In the second list, select an attribute in the entity you selected in the previous step.In the third list, select the logical operator that best fits the condition you want tospecify, such as Contains or Equals.In the last lists or boxes, enter the value that you want to use as the criteria for yourworkflow condition.v. Click Save and Close.Tip: You can specify multiple conditions for a single workflow step. After you select an entityfrom the first column, a second line appears, where you can specify another condition. Theworkflow considers the conditions to have been met only when an event matches all of thecriteria.On the Workflow form, click Type a step description here and replace the default textwith a description of what your workflow step includes.Add actions to your workflow logic.In the Workflow Logic area in the lower half of the Workflow form, you can add workflow actionsto your workflow logic.Tip: You can repeat these steps to add whatever actions you want to include in your workflow logic.Select the line in your workflow logic where you want to add an action.On the Workflow Logic toolbar, click Add Step and select one of the following items:Create Record. Creates a new record. From the Create list, select the entity forwhich you want to create individual records.Microsoft Dynamics CRM 4.0 User’s Guide 225