Skip to main content
Dynamics 365 general forum
Suggested answer

Steps to create on demand workflow to assign case record to different user

editSubscribe (0) ShareShare
ReportReport
Posted on by 465

Hi All,

I am using D365 online and trying to create on demand workflow to assign closed case record to a different person

Can I able to include a step to dynamically select a user while trying to run the workflow from Advanced find records

Can someone please post workflow steps/links

Regards,

Babu

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: Steps to create on demand workflow to assign case record to different user

    Hi,

    Does that button available for open case records?

    Also, have you checked from Case Entity View for example All Resolved Cases and then select one more more record and check if Assign button is available.

    If not as suggested by Mahendra you should check Security role Assogn privilege on Case entity. And also check Button in ribbon workbench for case entity.

    Please mark my answer verified if i were helpful

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,039 on at
    RE: Steps to create on demand workflow to assign case record to different user

    Hi,

    I thought you want to assign a huge number of records that's why you are looking for the on demand workflow support, anyway have your checked ... to expend all the options available and you don't see it there ?. Are you admin user ? if not check you have proper security roles. You can also review ribbon xml using Ribben workbench tool to see if that button is disabled.

  • Narendra Sunkara Profile Picture
    Narendra Sunkara 465 on at
    RE: Steps to create on demand workflow to assign case record to different user

    Thanks everyone,

    Hi Bipin. I rechecked in my CRM environment again. I am not able to see "Assign" button for closed cases. I don't know whether it was intentionally hidden or OOB

    Regards,

    Babu

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: Steps to create on demand workflow to assign case record to different user

    Hi,

    You can achieve this requirement with OOB Assign button also.

    I just did quick test on my crm instance. And I was able to assign closed cases to different user using Assign button.

    Please mark my answer verified if i were helpful

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Steps to create on demand workflow to assign case record to different user

    Hi Babu,

    In general, you can refer following steps to assign records with workflow.

    1.Go Settings > Process.

    pastedimage1603089480447v1.png

    2.Add ‘Assign records’ step.

    pastedimage1603089485835v2.png

    But for something you mentioned above, “dynamically select a user while trying to run the workflow”.

    Do you mean that after you click run the workflow button, you can select any users that you need manually instead of the selected user of the workflow, which is just like clicking Assign button in active cases form, right?

     pastedimage1603089491876v3.png

    Unfortunately, you can’t do it in the workflow, you can just select one user or add many conditions and assign to other users under different conditions.

     pastedimage1603089498062v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,039 on at
    RE: Steps to create on demand workflow to assign case record to different user

    Hi,

    You won't be able to do this from Workflow but you can use dialog for this if required.

    But keep in mind, if you want to do it for multiple record you can't do this using dialog, you can select only single record for Dialog it won't work for multiple records.

    pastedimage1603088599727v1.jpeg

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,045 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,570 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans