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 Posted 11/27/2007 4:46:20 PM |
| | | I have been unable to find any documentation on whether a newly imported record has CRM workflow's attached that are of the "create" type. Basically, we have a WF that on create assigns the owner based upon the zip code of the account. If a batch of 1700 accounts are imported, will each have this workflow attached and then processed? Also, if we export a list of tasks that contain the GUID, and then the next day import to match on GIUDs, can we get the state of the task change from open to complete? We pretty much have a list of to-dos for a non CRM user that goes to them in excel. They indicate if they completed the task. We want to import the same list to update the CRM task status to show closed. thanks in advance for your input. Steve
Steve Luc
InfoGrow |
| | Posted 11/28/2007 3:34:34 PM |
| | Steve, we have created a support case for this issue. One of our Support Team will respond. We will also post the resolution here when we have an update.
Ken Champion
c360 Technical Support Manager |
| | Posted 11/29/2007 8:54:24 AM |
| | In short: Yes, create WF will trigger and yes you can change the state on tasks when bulk updating
Crystal Grant |
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