Definition of Scope in CRM 4.0 Workflow

13. October 2010 01:40

After typing in numerous phrases and looking through the MSDN library I just wanted to know what the options for Scope meant in the CRM Workflow.  Then, I came across this post.

Part 1: Happy Birthday via Workflow using Client-Side Scripting

This is all I wanted. So thank you to the above post...not to mention it's a great post for those learning CRM 4 Workflows.

So you don't have to view the entire post above for the meaning of each Scope value here they are from above

"

2. Set the Scope of the Workflow to the appropriate level (does not affect the On Demand trigger).

a. User: Workflow will only trigger on records with same as owner as the Workflow.

b. Business Unit: Workflow will trigger on records owned by any user in the same Business Unit as the owner of the Workflow.

c. Parent: Child Business Units: Workflow will trigger on records owned by any user in the same Business Unit (and any child Business Units) as the owner of the Workflow.

d. Organization: Workflow will trigger on records owned by any user.

" (CRM Team Blog)

 

 Reference:

CRM Team Blog: 8 Jan 2008 11:36 AM "Part 1: Happy Birthday via Workflow using Client-Side Scripting"

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