web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow not triggerin...
Microsoft Dynamics CRM (Archived)

Workflow not triggering on Change of field

(0) ShareShare
ReportReport
Posted on by Community Member

Hi experts, 

i have created a workflow in the project entity so that when the user selects a primary contact lookup field, the workflow should automatically populate the phone number field. 

My workflow works only when I save the form and not when the lookup field changes.

Please help. 

Here are parameters of the workflow:

Screen-Shot-2018_2D00_02_2D00_19-at-1.43.12-PM.png

Thanks!

Jon

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,086 Moderator on at

    the workflow is triggered when you save and because is synchronous you are able to see the phone number after you save.

    If you need to show the phone number immediately after the lookup change, then you need to add a javascript code in the onchange event of the lookup field to fetch the phone number (using the webapi) and set inside the field.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Jon ,

    Workflow will trigger based on records which exists in your database or when you are saving the database in stage 30. So using workflow you can not achieve.

    You can write JavaScript in this case.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans