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

Workflow scope not take into account

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Posted on by SRR 20

Hi,

I have a weird one.

I have some workflows the scope of which is: Parent: Child Business Unit. Trigger is same for all.

Owners are users that belong to brother BUs (same level BUs). All owners are system administrators.

The problem is that all workflows trigger when a record own by a user in the Parent BU is created, and by the scope of these workflows, that shouldnt happen, no workflows should run.

Even more, records that are created by the workflows, dont have the CreatedBy field set to the owners of the workflows, CreatedBy of these created records is the ModifiedBy attribute of each workflow.

i.e

Workflow A is owned by user A, in BU A. Scope: Parent: Child Business Unit

Workflow B is owned by user B, in BU B. Scope: Parent: Child Business Unit

Parent BU is Z, and children at same level are A & B

If I create a record owned by user in BU Z, both workflows are triggered.

And owners of records created by workflows are the user that last modified the workflows A and B, not the actual owner of the workflow?

Isn't that weird?

Please, dont hesitate to ask if you dont understand

Thanks a lot

*This post is locked for comments

  • MMK Profile Picture
    MMK 745 on at
    RE: Workflow scope not take into account

    Because we can say in a manner that  parent BU owns the child BUs also

  • SRR Profile Picture
    SRR 20 on at
    RE: Workflow scope not take into account

    Hi, and thanks for your reply.

    Being the scope Parent: Child Business Unit, why workflows run on the parent BU (Z) while it should only run on same business unit (A or B) and any child business units

  • Suggested answer
    MMK Profile Picture
    MMK 745 on at
    RE: Workflow scope not take into account

    Hi SRR,

    Your user Z has the Parent Business Unit ,Is it the default business Unit

    under Parent comes the child BUs

    thats why all workflows are triggering

    If you want to trigger workflow for the child BU users only then you can try adding a condition

    at the start of the Workflow  that is BU users you want to run the Workflow for

    check the owning BU for the owner of the record

    this will help you skip the execution

    2555.BU.PNG

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