Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Workflow Process Does Not Execute on Record Field Change

(0) ShareShare
ReportReport
Posted on by

I have created a real-time workflow process on our contact entity that should autofill about 10 fields from the company entity when the user selects or changes the primary company field.  We are using CRM online, and the workflow checkbox- record field change- does not start the workflow unless we 1) choose the company and then we 2) save the contact record.  Only then do the fields update- on save, not change.  The workflow is organization scope, real-time, and activated.  Any ideas?

*This post is locked for comments

  • RE: Workflow Process Does Not Execute on Record Field Change

    Thank you so much for the help!

  • Suggested answer
    Nuno Profile Picture
    Nuno 2,005 on at
    RE: Workflow Process Does Not Execute on Record Field Change

    Hi, workflows are server-side processes, so, they are executed only when the record is going to be saved.

    If you want to fulfill those fields on primary company changes you must you Javascript which runs on field change.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans