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

5. Click the field where you want to insert a dynamic value.6. Under Dynamic Values in the Form Assistant pane, from the Operator list, select a logicaloperator.7. From the first list under Look for, select the entity or record that includes the attributes you want toinsert as dynamic values.8. From the second list under Look for, select the specific attribute you want to insert, and then clickAdd.9. If you want Microsoft Dynamics CRM to insert alternative attribute values in cases when the attributeyou specified in steps 4 through 6 is empty, repeat these steps to add additional attributes, andthen use the Move Up and Move Down buttons to arrange the attributes in the order that youwant Microsoft Dynamics CRM to evaluate them.10. If you want Microsoft Dynamics CRM to insert static text when none of the attributes you havespecified contain any data, in the Default text box, type the text that you want Microsoft DynamicsCRM to display instead of a dynamic value.11. Click OK.The dynamic values appear as yellow boxes in the field where you inserted them.12. In the form for the entity, record, or conditions used in your workflow, click Save and Close.13. In the Workflow form, click Save or Save and Close.NoteYou cannot edit dynamic values that you have already inserted in a field. To change a dynamic value, you must removethe old value and add a new one. Select the yellow box in the field for the value you want to change, press the DELETEkey on your keyboard, and then add the dynamic value you want to use in its place.Publish or unpublish 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 PermissionsPublishing a workflow makes it available to use as an automatic workflow, on-demand workflow, or childworkflow. Unpublished workflows that are in a draft state cannot be used.1. In the Navigation Pane, click Settings, and then click Workflows.2. Select the workflow that you want to publish or unpublish.3. To publish a workflow, on the Actions toolbar, click Publish.– OR –To unpublish a workflow, on the Actions toolbar, click Unpublish.4. In the confirmation message, click OK.NoteYou cannot unpublish workflows that have active workflow jobs. Before you unpublish a workflow, check for any activeworkflow jobs and cancel them. More information: Work with System JobsMicrosoft Dynamics CRM 4.0 User’s Guide 227