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Service | Customer Service, Contact Center, Fie...
Answered

Update field with person who triggers workflow

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Posted on by 274

I have a traditional real time workflow that updates a field on completion of the workflow with "modified by". 

It seems to intermittently update it correctly and the rest of the time just updates it to the owner of the record it's running against.

It works on a custom button in a custom entity and the workflow is set to execute as "The user who made changes to the record" so as far as I'm aware it should update it correctly and within the audit history it shows who triggers it fine but it has non consistency.

Any ideas?

I have the same question (0)
  • Suggested answer
    XM-22040801-0 Profile Picture
    11 on at

    Hi,

    Can you try to install Dynamics 365 Workflow Tools and use the "Get Initiating User Action" ? See github.com/.../Get Initiating User.md

  • Sayen Zhang Profile Picture
    Microsoft Employee on at

    Hi Sam,

    Hope you are well.

    You can add Modified On in the workflow to check what action in that time will be recording in the workflow.

    Through this way, we can investigate why Modified by in workflow has nonconsistency with Audit Changed By.

    Best Regards,

    Sayen Zhang

  • Sam Conroy Profile Picture
    274 on at

    This looks perfect, I'll try this now. Thank you.

  • Sam Conroy Profile Picture
    274 on at

    I didn't think about trying this, I'll give it a go. Thank you Sayen.

  • CU06011034-0 Profile Picture
    4 on at
    @XM-22040801-0

    Dynamics 365 Workflow Tools and use the "Get Initiating User Action" gives infinite loop error.

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