Hi,
I'm a newby so please be gentle on me... :-)
I had a workflow which used to work before UR12 and is now not working.
Scenario: in our "on premise" CRM 2011 I have a number of recurring appointments in the calendar. Some have an end date, some don't.
I need a workflow which will create a case X days prior to each occurance of the appointment. eg: the appointment is every Friday and I want a case to be created the Monday before.
Before UR12 my workflow was triggered when the appointment was created. The workflow looked for the word "weekly", then waited until 5 days before the appoinhtment, then created the case.
Since UR12, when I create a new recurring appointment, all cases are created immediately (i.e. the "wait until x days before appointment" condition is ignored).
This of course is an issue with recurring appointments which have no end date, because hundreds of cases are created immediately.
Can someone please suggest how to create an effective workflow for this?
And if you can please provide steps as I am new to workflows and still struggle with them...
Thanks.
Y.