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

Update Record. Updates a record. From the Update list, select the record that youwant to update.Assign Record. Assigns a record from one user to another user. From the Assignlist, select the record that you want to reassign, and then click the Lookupbuttonand select the user you want to assign the record to.Send E-mail. Sends an e-mail notification. From the Send e-mail list, selectwhether you want to create a new e-mail message or use an E-mail Template.Start Child Workflow. Starts a child workflow. From the Start child workflow list,select the primary entity of the child workflow you want to use, and then click theLookup buttonand select the child workflow.Change Status. Changes the status of a record. From the first Change status list,select the record that you want to change the status of, and then select the statusfrom the second list.Stop Workflow. Stops the current workflow. From the Stop workflow withstatus of list, select the status that you want to set for the stopped workflow.If a Set Properties button appears next to the new action you added, click Set Propertiesand specify details about the entity that this step in your workflow is taking action on.Click Type a step description here and replace the default text with a description of whatyour workflow step includes.Click Save or Save and Close.NoteIf you use a wait condition to wait for a timeout, you will no longer be able to change the timeout condition (you canchange individual details for the timeout, but you cannot change the timeout to another type of condition). If you needto change the conditions, delete the timeout and add a new wait condition.Add or change dynamic values in a workflowCan I do this task?This task requires permissions that are found in all default security roles. Customization tasks can beperformed only while you are online. More information: Customization PermissionsYou can use dynamic values in the entities or records that you use in a workflow, as well as in the conditions inyour workflow logic.1. In the Navigation Pane, click Settings, and then click Workflows.2. Open the workflow that includes fields where you want to use dynamic values.3. If you want to add dynamic values to fields in a workflow condition, open the condition that includesthe fields.– OR –If you want to add dynamic values to fields in an entity or record that a workflow action uses, clickSet Properties for that entity or record.4. If the Form Assistant pane is not displayed, click the Expand button .226 Microsoft Dynamics CRM 4.0 User’s Guide