How-to: workflow

Common crm workflow recipes. See the CLI reference for every flag.

List workflow definitions

crm --json workflow list --entity cwx_ticket --category 0

--category filters by kind (0=Workflow, 4=BPF, 5=Modern Flow); --on-demand restricts to on-demand workflows.

Activate a workflow

crm --json workflow activate <workflow-guid>

Sets statecode=1, statuscode=2; crm workflow deactivate reverses it.

Trigger an on-demand workflow against a record

crm --json workflow run <workflow-guid> --target <record-guid>

Calls ExecuteWorkflow against the target record; --as-user <guid> impersonates a user via MSCRMCallerID.