I have set up a workflow to send an email to the new owner of a Case when the Owner is changed. I was using the Modified By(Case) as the From user so that the new owner would know who allocated the Case to him. Is there a way of having access to the user modifying the case in the Send Email form or to access the new and old Owners
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I still haven't got to the bottom of this. I am going to mark your suggestion as the answer as it was the answer to the original question and start a new thread for the above problem
no luck I'm afraid. I set up the real time workflow below.
when it ran it came back with the following error
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An unexpected error occurred.Detail: <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts"> <ErrorCode>-2147220891</ErrorCode> <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic"> <KeyValuePairOfstringanyType> <d2p1:key>OperationStatus</d2p1:key> <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value> </KeyValuePairOfstringanyType> <KeyValuePairOfstringanyType> <d2p1:key>SubErrorCode</d2p1:key> <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value> </KeyValuePairOfstringanyType> </ErrorDetails> <Message>An unexpected error occurred.</Message> <Timestamp>2015-04-28T15:19:04.4839312Z</Timestamp> <InnerFault i:nil="true" /> <TraceText>
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin] [b393d6ce-b9ed-e411-89d2-d89d67631c3c: ] Starting sync workflow 'ReallocateSupportCall', Id: 9693d6ce-b9ed-e411-89d2-d89d67631c3c Entering SendEmailStep1_step: Send email message to engineer that the case has been re-allocated to Sync workflow 'ReallocateSupportCall' terminated with error 'An unexpected error occurred.'
</TraceText> </OrganizationServiceFault>
I changed the workflow to fire on 'Record is created' and it worked!
Hi Guido - thanks for coming back so fast
That sounds like a good solution - I was a bit reluctant to use real time workflows because of bad press around performance. I have changed the workflow to a real time one - the only change to your picture above is that I have 'Record is assigned' checked instead of 'Record is deleted'. I have tested it but unfortunately real time processes don't leave Process Sessions in the same way the asynch ones do so I am not sure if it ran and there is a problem with the email or if it didn't trigger. I will keep digging and get back to you when I can get your solution working - thanks again
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