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

Workflow not triggering on Change of field

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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

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  • 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.

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