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Microsoft Dynamics CRM (Archived)

Trigger workflow on an existing record

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Hi,

I need help in triggering a workflow on an existing record for dynamics crm.The workflow should get triggered when someone edits details in an already existing record.

Thanks  

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  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    11,401 on at

    In the workflow properties

    Select

    Record Fields Change option and choose the fields

    Please refer the following:

    https://www.tutorialspoint.com/microsoft_crm/microsoft_crm_workflow_processes.htm

    [View:http://crmbook.powerobjects.com/system-administration/processes/workflows/:750:50]

  • bhupendra Profile Picture
    167 on at

    Hi Nithika,

    You can uncheck the checkbox for "Record is created" and select for "Record fields change" on the process properties.

  • Suggested answer
    Nithya Gopinath Profile Picture
    17,078 on at

    Hi Nithika,

    While creating the workflow, you can select when the workflow should start.

    See the screenshot below.

    8407.3.PNG

    Select the option Record Fields Change and click the Select button.

    In the window that appears, check the fields on change of which the workflow should be triggered and click OK.

    Hope this helps.

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