add the creator in a workflow

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Posted on by Community Member

hello experts,

I am trying to add the creator of a form in an email notification.

I was reading that with the {Owner} it could be done, but at the time of bringing the owner of the form assistant, it is empty, it does not bring any data.

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What could be happening?

any answer would be very useful.

Thank you very much

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Dynamics365 Rocker 7,755 on at

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RE: add the creator in a workflow

Can you please translate it in English?

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gdas 50,091 Moderator on at

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RE: add the creator in a workflow

Hi ,

If i am not wrong might be below reason You can not set the owner while creating record.

When a workflow is set to Available to run on demand, it means the user who is running the workflow explicitly is aware what a particular workflow is suppose to do and hence he/she should take the ownership to make any change on the record for which workflow is running.

The Execute as option set to Owner of the workflow works for Automated workflows and not for on demand workflows.

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RaviKashyap 55,410 Moderator on at

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RE: add the creator in a workflow

Hi,

You need to use Assign step where you can set the owner dynamically.

Hope this helps.

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Shahis 170 on at

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RE: add the creator in a workflow

You need to click on the field on the form that you want to set so CRM knows what the type of field is, so it can show compatible fields. Once you have the focus on the field, you will see values in the dynamic area.

If you create a new workflow on the same entity, do you still face the same issue? This could be a browser specific issue too, have you tried with another browser?

Also, what Ravi has suggested appears to be the easiest way to achieve this.

Thanks,

Shahid

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