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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create task when recor...
Customer experience | Sales, Customer Insights,...
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Create task when record is update

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Posted on by binu_pa

User wants to see a task when a record has been updated (regardles sby whom or which fields).

The task descriotion should contain an overview of the changed fields with their old and new value.

Request was to do this using Power Automate.

However, I don"t find an option how to do this.

The best option I see is using PostAsync plugin (use all fields for pre-image), or psot asunc using RetrieveRecordChangeHistoryRequest (not sure if that is possible).


can anyone suggest me with the best way is to go forward with this please.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Create task when record is update

    Hello,

    I believe that the post plugin is a good way of implementing that requirement.

    It's possible to implement this requirement using Power Automate but it would require fields-duplicates (to store the previous value) for every field you plan to "Audit".

    Let's say that Field is one of your fields and "Shadow Field" is the duplicate field that is used to store the previous value of the field. Here is how your flow could look like:

    1. Populate the "Description" field using values from "Field" and "Shadow Field".

    2. Copy the value from "Field" to "Shadow Field".

    In this way, it's possible to implement requirement using Power Automate only but it will increase the size of the table.

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