I have a query with respect to Work Flow creation in Dynamics CRM.
User A creates a campaign by specifying the name of the campaign and changing the record status to ‘Send for approval’. On changing the status of the campaign and clicking the ‘Save and Close’ button. By default, the ’Send for approval’ status record is assigned to User B. I have defined the workflow as shown in the fig below:
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Fig 1: Workflow –Send for Approval
With the above workflow definition, I am able to achieve the desired functionality.
Now coming to the Query part ,
User B takes the assigned record and has an option to perform any of the following action: Approve, Reject, On-Hold, Suspend.
So When the User B performs any of the above action and clicks the Save button, the record needs to be assigned to User A. The workflow I have defined is as follows:
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Fig 2: Work flow for Approval / On-Hold /Rejected status
On changing the status to ‘Approved’ /’On Hold’/’Rejected’ , the record is not assigned to User A
