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We are using Dynamics 365 CRM On-Prem v8.2 & facing an unexpected behavior as "Modified by" field of all Notes related to a specific Case are getting overridden by Workflow owner name whenever this workflow perform an update to Case entity.
It's seems that "Modified by" value is getting cascaded from Case to all its related Notes which make no sense as we need to know who wrote each of those notes.
Your support will be greatly appreciated
I've disabled all JS scripts on Case form (OnLoad, OnSave & OnChange) for all fields as suggested also disabled all business rules, deactivated all workflows/actions. I've even went to JS scripts on Web Resources and comment them to prevent anything for being executed. but unfortunately I still got the same issue, the double "Processing message" still appears and "Modified by" field for all related Notes are still updated to the name of the user who perform the assign after second "Processing message".
Any other suggestions? or even a workaround to force Notes to show "Created by" field instead of "Modified by"?
Thanks
If you're seeing a double-save, that's almost certainly JavaScript on the Case form triggering the second save on change of something else. Check the JS on the form, and disable all OnSave, OnLoad, and OnChange events you can find (you might have to look on individual fields, like Modified By).
Thanks Wayne for your kind feedback
After going through all workflows it turns out that this behavior is triggered whenever an assign take place (whether in workflow step or when pressing out of the box Assign button). We've tried to disable all workflows which are executed on "record assigned" but this didn't resolve the issue, also there's no workflows triggered on Notes at all. We have checked all registered plugins and none of them is being triggered on Case (Incident) or Note (Annotation) entities. however I have noticed that after assigning case the form "Saving message" appears two times and all notes "Modified by" fields get updated in the second Saving message, I have no clue what trigger this second saving.
To save time I'm wondering if it's possible to edit Notes in the Case form to show "Created by" field instead of "Modified by"?
Look for workflows that run on Notes, and Cases. If it's on a Case, you're going to need to look for a custom workflow step that's cascading, because that doesn't happen out of the box to child entities. More likely there's a workflow that triggers on notes.
Once you find it, see if you can change the context of the workflow to the user (this might require converting to real-time). That should fix things.
If not, turn off the workflows one by one until you stop seeing that behavior. Alternately, look at the "Created By" field instead.
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