Hi, did you know if it's possible to start a workstream on record update and not on record creation? I have a custom entity filled. and when the status code changes to a specific value I want to start my workstream process. something like "Validation Required" and based on rules I will redirect my record to the agent available based on skills etc. I'm using a custom entity, not a case. something like a "save and route"?
In this case, we need to call a global action, "msdyn_ApplyRoutingRuleEntityRecord" through a power automate flow or through plugin by passing entity name and Guid as input parameters. Syntax to call in Plugin: OrganizationRequest request = new OrganizationRequest("msdyn_ApplyRoutingRuleEntityRecord"); request["Target"] = new EntityReference("entity.logicalname", entity.Id);
What is differencies basic routing vs unified, could you do a video for that "BR vs UR- video" or explain it clearly, what is benefit of both have (tutorial beginners) and when should to move unified routing and what gains is that and possibilities will open. I checked yesterday for dokumentation page that call back calls is only possible to unified routing and should enabled, but like to see real scenario configuration for that examble and how to create workstream and queues and channels for real examble
Very helpful overview. Thank you.
Thanks Vanda! 👍
Nice overview about unified routing.
Thank you Jenone!
Hi,
did you know if it's possible to start a workstream on record update and not on record creation?
I have a custom entity filled.
and when the status code changes to a specific value I want to start my workstream process.
something like "Validation Required" and based on rules I will redirect my record to the agent available based on skills etc.
I'm using a custom entity, not a case.
something like a "save and route"?
In this case, we need to call a global action, "msdyn_ApplyRoutingRuleEntityRecord" through a power automate flow or through plugin by passing entity name and Guid as input parameters.
Syntax to call in Plugin:
OrganizationRequest request = new OrganizationRequest("msdyn_ApplyRoutingRuleEntityRecord");
request["Target"] = new EntityReference("entity.logicalname", entity.Id);
What is differencies basic routing vs unified, could you do a video for that "BR vs UR- video" or explain it clearly, what is benefit of both have (tutorial beginners) and when should to move unified routing and what gains is that and possibilities will open. I checked yesterday for dokumentation page that call back calls is only possible to unified routing and should enabled, but like to see real scenario configuration for that examble and how to create workstream and queues and channels for real examble
Thanks Pertti! Great idea for a video, I'll see what I can do 👍
Video was very helpful. It was little blur. Thanks.
🤔
Thanks Jaya!
my unified Routing is not working. case is not getting routed to user