So the workflow is executing only when the workflow assign user triggers the workflow. To fix the problem, you have to set the scope to 'Organization' level, so the workflow will fire when any user execute a task that triggers the workflow.
Tuesday, November 1, 2011
Workflow Scope
One of big mistakes we do when we are implementing CRM workflows are we do not set the Workflow scope. By default CRM sets the workflow scope to User Level
So the workflow is executing only when the workflow assign user triggers the workflow. To fix the problem, you have to set the scope to 'Organization' level, so the workflow will fire when any user execute a task that triggers the workflow.
So the workflow is executing only when the workflow assign user triggers the workflow. To fix the problem, you have to set the scope to 'Organization' level, so the workflow will fire when any user execute a task that triggers the workflow.
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