Bulk Workflow Execution
This XrmToolBox tool allows you to execute the classic on-demand workflows for multiple rows based on the view or FetchXML (developed by
Andy Popkin).
Executing the classic on-demand workflow from the list view can only be done for a maximum of 250 rows per page and the admin would need to go through multiple pages to execute for thousands of rows.
To execute the workflows for multiple rows in one go, you can use this tool to select the on-demand workflow, use FetchXML or view to query and execute the on-demand workflow on the retrieved rows.
- Tool Information
- Blog mentions 1, Blog mentions 2
- Video Tutorial (from 21:29)
- Functionalities
- Bulk execute the classic on-demand workflows for multiple rows (Fig. 1, Pt. 3)
- Select the workflow from the list of on-demand workflows (Fig. 1, Pt. 7)
- Choose the source type (Fig. 1, Pt. 8)
- Select the system or personal view to use its FetchXML (Fig. 1, Pt. 9)
- Enter the FetchXML to query (Fig. 1, Pt. 12)
- Edit query in FetchXML Builder (Fig. 1, Pt. 6)
- Validate the FetchXML (Fig. 1, Pt. 2) and see the number of rows to be deleted (Fig. 1, Pt. 10)
- Additionally, the tool can
- Refresh the list of workflows and views after changing environment connection (Fig. 1, Pt. 1)
- Stop the bulk delete process (Fig. 1, Pt. 4)
- Show instructions and information for the settings (Fig. 1, Pt. 5)
- Allow setting the delay between each call and the number of rows to update in each batch (Fig. 1, Pt. 11)
Fig. 1 - Bulk Workflow Execution
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