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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Help needed with an is...
Microsoft Dynamics CRM (Archived)

Help needed with an issue we have in prod CRM. A workflow is not populating the Name field. While troubleshooting I found a difference that occurs at some point in the name field. Field has a white background that is editable. At some point the Name fiel

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Posted on by Vicky Jones 255

Help needed with an issue we have in prod CRM.  A workflow did not populate the Name field as it should. While troubleshooting I found a difference that occurs at some point in the name field.  Field has a white background that is editable. At some point the Name field is now blue same form background and is now un-editable.  What can make this change to the form?  I believe this is why the workflow no longer works for this specific record.  Workflow works correctly with other records. Thanks, Vicky

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  • Aaron Robinson Profile Picture
    Aaron Robinson on at

    Vicky,

    In order to provide you with additional assistance, can you provide the following:

    1. What version of Dynamics CRM are you using?

    2. What entity are you customizing?

    3. When does the name field appear editable or not (i.e. editable on create of a record, but not on update of an existing record)

    Thanks,

    Aaron

    Sonoma Partners

    www.sonomapartners.com

  • Vicky Jones Profile Picture
    Vicky Jones 255 on at

    Aaron,

    I found my answers tonight.  

    Today I was asked to try unpublishing the workflow and re-publish and then re-run it on the record in question. I just did this a bit ago and  it worked.  One issue solved.  

    The issue with the un-editable field turned out to be a difference beween prod and test environments and not related to my original issue.  The test environment entities form field did not have read-only checked marked and prod did.  

    Lessons learned.  These are good as this type of stuff will stick with me.

    I thank you for your time.

    Regards,

    Vicky

  • Aaron Robinson Profile Picture
    Aaron Robinson on at

    Vicky,

    Glad to hear the problem is resolved.

    Regards,

    Aaron

    Sonoma Partners

    www.sonomapartners.com

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