Sometimes, there will be a need to re-open an activity which was marked as completed. Though it makes us feel like going to the relevant activity and just re-open (Much similar to re-activating a Quote). But the answer is NO (we cannot do that in the interface).
But, CRM provides you an option to do this with the help of “On-Demand” PROCESSES formerly WORKFLOWS.
So, let us consider an example of re-opening an completed TASK, below are the steps,
Now, select the desired task from the list of activities and select “Run workflow” – Pick the relevant one and click OK, we are done.
same way it can be done for phone call and email also...
yes.sudhanshu
But, CRM provides you an option to do this with the help of “On-Demand” PROCESSES formerly WORKFLOWS.
So, let us consider an example of re-opening an completed TASK, below are the steps,
- Create an new Workflow on the task entity.
- Select “On-Demand” under Available to Run.
- Click Add-Step and select Change Status.
- Select the entity as Task and set that to open and the below options as desired.
- Save and “Activate” the workflow.
Now, select the desired task from the list of activities and select “Run workflow” – Pick the relevant one and click OK, we are done.
same way it can be done for phone call and email also...
yes.sudhanshu
I have been able to accomplish this with a task. However no matter what I do I cannot get it to work with an email. Are you sure MS has not done something special to the email entity which prevents this from working? Thanks
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