DID YOU KNOW? Workflow process throws generic CRM error



Scenario

I have an OOB workflow process developed some time back and activated. Now when I try to open the process, I get generic CRM error (below image). Also the process status is changed to “Draft” automatically. There were no updates made to the process.

Cause

I have seen these issues frequently especially when working with Child Workflow Processes where I have a child workflow called from a Master workflow. If you have a Master workflow calling a child workflow and for some reason the child workflow is activated as “Process Template”, then user gets this error when they try to open the master workflow.

Conclusion

CRM throws generic exception and its status is changed to Draft if it linked/related to a “Process Template” instead of “Process”.

Note

Other common issue faced while working with workflow process is “Invalid Expression” error in “Condition Expression” step. This occurs if the field used in condition expression is either deleted from system or if Value is changed. Once you fix the field/value issue, all conditions in the process are automatically fixed.

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