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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Workflow Conditions

Now that you understand how to trigger workflow and create actions based on it, let's look at implementing logic to control when workflow is executed.

Workflow Manager provides three basic logic constructs you can use in creating workflow rules. You will see these options when you select the When <object> is created line at the top of the rule window, and then select the Insert Condition' link to the left. The options are

  • Check for conditions

  • Wait for conditions

  • Wait for timer

We will describe each of these in detail in the following section.

Check for Conditions

The “check for conditions” option takes the following format:

 If << add conditions here >> : if multiple conditions, they will treated as an 'AND' Then << add actions ...

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