Wait Condition with ‘Parallel Wait Branch’
In my previous article , I explained using ‘Wait Condition’ with simple scenario. In this article, lets see using ‘Parallel Wait Branch’ with Wait Conditions.
Lets take a simple scenario
- Up on Opportunity creation, if an Account associated with Opportunity ‘Send Mail’ to Opportunity owner OR close the Opportunity as Lost, if no association happen with in 7 days.
To achieve the above scenario, we have to go with ‘Parallel Wait Branch’ with 2 Wait Conditions
Configuring Work Flow :
- Create a workflow on Opportunity which triggers when ‘Record is created’
- Add a “Wait Condition” to check, if Account got assigned to Opportunity (I.e., Opportunity. Account ‘Contains Data’)
- Create an Email Activity, if ‘Wait Condition’ met
- Select that wait condition and then choose the ‘Parallel Wait Branch’ option from the Add Step menu
- Add another “Wait Condition” with ‘Time Out’ option for 7 days
- If condition met, add ‘Change Status’ step to close the Opportunity as Lost and Canceled.
- Workflow looks as below
- Save and Activate Workflow
Points to consider using Wait condition:
- While using a Timeout, and if the date changes, the timeout will automatically adjust and wait until the new date.
- Even if that date is changed to be in the past, the timeout will readjust to the new date, and will fire instantly.
- If the server goes down, or the async service stops, any workflows that are ‘waiting’ will be resumed when the server/async service comes back up.
- If the server/async is down at the exact time as when a wait condition is waiting until, the workflow will continue again when the server/async comes back up, and it will process the wait conditions that were due during the down time.
🙂
Categories: CRM
Parallel Wait, Wait condition
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