How to check field value and then run workflow

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Posted on by USA80

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I have a field on my form, lets call it "Test" and when the quote record is created the Test field defaults to Unassigned. Now when that field gets changed from Test to any other valyue in this drop down field, I do not want an email to get sent. However, once the Test field is changed from Unassigned to something else, I then want an email to be sent when it gets changed again. (so not the first time, but the second time).

Example: Create quote record, and Test = Unassigned (no email sent)

Test field gets changed from Unassigned to "abc" (no email sent)

Test field gets changed from abc to 123 (now email should get sent)

Test field gets changed from 123 to 456 (email should get sent)

Hope that helps, please let me know how I can make this work. Thank you.

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gopi.royal999@gmail... 430 on at

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RE: How to check field value and then run workflow

I think, simple workflow should solve the problem here or am I missing something big.

1) On Create - > check for Test field contains data -> Send an email else ignore.

2) On Update, Configure Test field on the field changes list. This will ensure that the work would trigger only whenever Test Field changes -> check for Test field contains data --> Sent an email else ignore.
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Pankaj Gogoi 3,177 on at

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RE: How to check field value and then run workflow

Hello,

Is there a possibility that the field may get changed from ABC to Unassigned?

If you have audting enabled, then I would suggest having a custom workflow and fetch the old and new values using AttributeAuditDetail

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg309735(v=crm.8)

Best Regards,

PG
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LeoAlt 16,329 on at

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RE: How to check field value and then run workflow

Hi Partner,

I suggest that you could create a new custom field named "counts" which is used to store the times that the option set field number of updates.

For example, you created a number field named "Counts" on your quote form. Then you need to add some JS code on the onchange event of your "Test" option set field.

Add the code in "Test" onchange event.

function calculateNumber(executionContext){ var formContext=executionContext.getFormContext(); var number=formContext.getAttribute("new_counts").getValue(); formContext.getAttribute("new_counts").setValue(number 1); }

Add the code in form onloading event.

function intializeNumber(executionContext){ var formContext=executionContext.getFormContext(); formContext.getAttribute("new_counts").setValue(0); }

When we loading the quote form, the "Counts" is 0, and if we update the "Test" field, the counts changed.

So you could use this "Counts" field as a condition in your workflow.

Best Regards,

Leo