Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I avoid updatin...
Microsoft Dynamics CRM (Archived)

How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I noticed that when I trigger a workflow that updates a record on a CRM Opportunity, the "Modified By" field now shows the "Owner" of the workflow.  Is it possible to avoid this? I understand that this is happening because the Opportunity is technically getting updated on behalf of the workflow owner, but this is confusing to salespeople as they are the ones who are modifying the record.

If it is not possible to avoid updating "Modified By" with the workflow owner, is there a way I can override it to show the correct user who is actually making changes?

*This post is locked for comments

  • Palani Profile Picture
    Palani 196 on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Sorry I meant overriding Created By and Modified By fields

  • Suggested answer
    Palani Profile Picture
    Palani 196 on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Hi Tgiard,

    It's possible to override the createdon and modified on using a preoperation plugin. Check out the blog post below for the steps.

    rajeevpentyala.com/.../

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Your suggestions worked.  I do have one related question as well.  Our company creates Quotes in QuoteWerks, and when the Quote gets created an Opportunity automatically gets created in CRM.  Since QuoteWerks is creating the Opportunity record in CRM, the "Modified By" and "Created By" fields in the Opportunity show "QuoteWerks Connect" rather than the user who actually created the record in QuoteWerks.  Is there a way around this?  I have a field called "Prepared By" in both QuoteWerks and CRM that displays who actually created/updated the record.  Is there a way I can pass whoever is in this field, or possibly another field, into the "Modified By" field so the "Modified By" doesn't show "QuoteWerks Connect"?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Thank you both!

    Ravi, what blog are you referring to?

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Hello,

    As suggested by Ravi, in the workflow designer, make sure that you select "The user who made changes to the record" for the Execute As option.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How do I avoid updating the "Modified By" field with the workflow Owner when a workflow is triggered?

    Hi,

    If this is a Real Time workflow then you can set "Execute As" to "The user who made changes to the record". If it is not then you can change it to real time (if possible).

    Take a look at this blog (only for screenshots).

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,820 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,514 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans