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Microsoft Dynamics CRM (Archived)

Process not setting field values on field change

Posted on 20 Jun 2018 06:10:59 by 345

I created a new CRM Process

Set it to run after field change and selected a lookup field

I also changed the workflow to real-time workflow

But the workflow  is setting the field values only when I click on save and not as I change the value of the lookup field

What should I change to make the workflow modify values as the value of the lookup is changed

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on 20 Jun 2018 at 06:18:11
    RE: Process not setting field values on field change

    Hi,

    Workflow will only trigger when user clicked on save button. In this case , you need to use JavaScript or business rule to achieve it. Register the event as onchange event.

    balugajjala.wordpress.com/.../get-set-lookup-field-value-using-javascript-in-crm

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on 20 Jun 2018 at 06:14:40
    RE: Process not setting field values on field change

    Hello,

    This is a default behaviour, workflow will only trigger once record is saved. If you want to implement some logic which should run as soon as you change value of your field, you need to write client side code (Java Script) for this.

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