Query – Run Workflow on Results

This activity let’s you run a given workflow on all the records that come back in a query (optionally filtering to just related records). Since you can only run child records on N:1 relationships in out of the box, this will let you run it on records with any relationship. Your query can have multiple links as well, so you can run the workflow on records several relationships away.

Examples:

  • When a contact changes their address, run a workflow on all their open invoices (that workflow can update the invoice’s shipping information from the account).
  • When an account is updated, run a workflow on all active contacts associated with it.

Input Parameters

Parameter Name Type Description Default
Workflow to Run Workflow record The workflow you want to run. {null}
Pick a System View to Use Saved Query record A CRM view which was created as a system view. These are typically included with CRM out of the box or in other solutions. {null}
or pick a Personal View to Use User Query record A CRM view which was created as a personal view. {null}
or enter FetchXML to Use Text A CRM query represented by FetchXML. If you copy and paste it from CRM, make sure to remove all the line breaks before you paste it in or CRM may cut off the text and the query won’t be valie. {null}

Output Parameters

Parameter Name Type Description
Number of Workflows Started Whole Number The number of workflows that were initiated for based on the query.