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I have a work flow that changes the value of a Field, when I add an activity (E-Mail or Phone Call). The value will only change when I reload/refresh the page.
I would like to change the value directly without reloading the page everytime. How can I achieve this?
Is your workflow set to run in the background?
If so, convert it to a real-time workflow.
Background Workflows run behind the scenes and require page refreshes to be seen.
Real-time Workflows, of course, run in real-time on the form, so changes will be noticed instantly by users. As soon as you hit save, changes will be noticed.
What are the Differences between Real-time and Background Workflows in Microsoft Dynamics 365/CRM: https://ledgeviewpartners.com/blog/what-are-the-differences-between-real-time-and-background-workflows-in-microsoft-dynamics-365-crm/
I did it in Real Time, but I still have to refresh the page to see the changes :/
Select "Start When" as "Before" to see if it works.
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