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Automatically trigger a workflow when a record is opened


Is there any way to automatically trigger a Custom Workflow Activity every time any Entity's record is opened?


Solution

  • Sure, you could use the ExecuteWorkflow request from some JavaScript that runs on Form Load. Here's an example of calling ExecuteWorkflow from JavaScript.

    http://www.mscrmconsultant.com/2013/03/execute-workflow-using-javascript-in.html