Hi,
We need to convert emails to a custom entity (Communication). All Communications need to be set regarding another custom entity (Project). In order to do that simply from Outlook, we created a synchrone workflow that converts (on creation) any Email regarding a Project to a Communication. So a user, from Outlook, clicks Set Regarding, choses a project, and the workflow converts the Email to a Communication regarding this particular project. Works quite good.
The problem is that the Outlook Pane still displays the project name as the Regarding for this Email. It eventually gets updated when Outlook is synchronized again (maybe 15 minutes later). But if the user replies in the meantime, Outlook tries to track the reply against the project rather than the communication (creating a new communication of course). We would like to have Outlook pane updated right away.
We were going to give up and assume synchronization is necessarily asynchronist, but we discovered that if we do the same thing except the Email is tracked without a regarding value, then Outlook pane gets updated right away to the Communication just created by the workflow. But we need to set regarding to the project.
Can somebody explain why the instantaneous update when no regarding and not when an initial regarding is there? Can we get the synchronist update with an initial Regarding value?
Thanks