In May 2017 I made the difficult decision to no longer support Workflow Elements for CRM 2015 and earlier (detailed in this post). While I can no longer maintain them, it’s still a valuable resource for CRM users who are unable to upgrade.
Version 0.9.6.1 and links to the documentation is available below.
Documentation
- Date – Add or Subtract
- Date – Build Date From Parts
- Date – Convert to Custom Text
- Date – Get Date Components
- Documents – Email an Attachment
- Documents – Rename Attachment
- Emails – Add Recipients from Query
- Emails – Send a Draft Email
- Math – Analyze Data Set
- Math – Determine Ratio
- Query – Get a List
- Query – Get a Single Value
- Query – Get a Table (Custom Styles)
- Query – Get a Table (Default Styles)
- Sales – Add Product to Invoice
- Sales – Add Product to Opportunity
- Sales – Add Product to Order
- Sales – Add Product to Quote
- Sales – Convert Order to Invoice
- Sales – Convert Quote (Won) to Order
- Workflow – Get Metadata
- Workflow – Run on Query Results
Workflow Elements by Aiden Kaskela 