web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow trigger on as...
Microsoft Dynamics CRM (Archived)

Workflow trigger on assignment not working

(0) ShareShare
ReportReport
Posted on by Rob Pearce 140

Hi,

A new workflow was published to send an alert email when a lead is assigned.  I tested it by assigning a test lead to myself and everything worked as designed.  However, it does not fire when a lead is assigned to anyone else.  

I recreated the issue in dev with a very simple workflow shown below.  It still only fires when the lead is assigned to me, not when I assign it to someone else.

I tried using a trigger to fire if the owner field changes.  However, the system recognizes that as the same as when assigned, and changes it back to "Record is Assigned" as the trigger.  It's all rather odd.

Please would someone help me understand how I get a workflow to fire on assignment to anyone?

Many thanks for your help!

Rob

CRM 365 on prem

464331.Capture.PNG

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Rob,

    Looking at the screenshot , did you purposefully set tot scope to "User" if yes , this is the reason you are getting this issue . while settings the scope to user you should keep in mind :

    1. Choosing this scope means the workflow will run only on the records owned by the same user as the workflow owner user.

    2.You have to change scope while creating a workflow to allow the workflow to work for someone else.

    mark my answer as verified if helpful

  • Rob Pearce Profile Picture
    Rob Pearce 140 on at

    Thanks Rawish - that was the answer.  I changed the scope and it works fine now.

    Many thanks for your prompt reply.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans