Question
You create workflows to automate business processes.
You need to configure a workflow to meet the following requirements:
✑ Be triggered when a condition is met.
✑ Run immediately.
✑ Perform an action when a condition is met.
You need to create a workflow that automatically sends emails based on a mail merge template. To answer, select the appropriate configuration in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation
Be triggered when a condition is met.: Subject contains data. — A classic Dataverse background workflow starts from a record event plus a condition, so the trigger here is the evaluation of record data (the email/case subject containing data), which is what fires the workflow automatically when the criterion is satisfied. "Trigger when a Power Automate button is pressed." is wrong because a manual button press is user-initiated rather than condition-driven, and "Publish workflow." is an activation step for the workflow definition, not a trigger event.
Run immediately.: Configure the workflow to run now. — Dataverse workflows can execute either in the background (asynchronously, queued as a system job) or in real time; selecting the "run now"/real-time option makes the logic execute synchronously the moment the triggering condition occurs instead of waiting for the async queue. "Approve the workflow." is not a workflow execution setting, and "Configure child workflow to run now." only applies to a subprocess called by another workflow, which does not control when the parent process itself runs.
Perform an action when a condition is met.: Send an email. — The requirement is to automatically send mail-merge-style messages, and "Send Email" is the workflow step that creates and sends an email record from a template, so it is the action placed under the condition branch. "View chart." is a user interface operation that is not available as a workflow action, and "Update a security role." does not send any communication and is unrelated to the emailing requirement.
