Have you noticed that the record of what workflows have run against a record seems to have disappeared in CRM 2013? There’s a good reason for that—they have! It’s easy to add them back, but before you do, there is a reason why Microsoft removed them.
In CRM 2011, Microsoft added a checkbox to workflows allowing the creator to automatically delete completed workflow jobs (to save disk space). It was unchecked by default and on the administration tab, so many users never knew it was there. In order to help online users reduce disk space, this option is now checked by default in CRM 2013 for asynchronous workflows. And since the default behavior is to NOT save workflow jobs, the related Process Sessions was not added to the forms.
For users who are actively trying to troubleshoot problems with a missing Dynamics CRM 2013 workflow, it can be helpful to open a record and see what workflows have run. Follow these simple steps to add them back to the form:
How To Disable Automatically Deleting Completed Workflows
- Open an existing workflow.
- If the workflow is activated, deactivate it.
If it’s asynchronous workflow (the Run this workflow in the background check box is selected), de-select Automatically Delete completed workflow jobs (to save disk space).
If it’s a synchronous (real-time) workflow, then the only option is to keep logs for workflows which encounter errors, and it’s selected by default.
- Save the workflow.
- Activate the workflow.
How to Enable Process Session Relationship on the Form
- Navigate to the Form Customizations screen
- Select Navigation in the ribbon.
Drag Process Sessions from the Relationship Explorer on the right to the navigation menu on the left.
How to Access in Navigation
- Open the record, then click the down arrow next to it.
Select Process Sessions (it may be necessary to scroll to the right on the sub-menu)
And that’s all there is to it!
Looking for more tips on working with Processes in CRM 2013? Check out these blogs:
- Retrieving Data from a Related Entity with Real-Time Workflows in CRM 2013
- Microsoft Dynamics CRM 2013 Autosave Feature
- Creating Dialogs in Dynamics CRM 2013