Workflow to Change Owner Appointment Owner to the same system user as Organizer

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Posted on by ACECORP

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I need to create a synchronous workflow that runs when someone changes the organizer of an appointment record.

Specifically, when the organizer is changed, I need the workflow to update the owner of the record so that it is the same system user as the organizer.

Is there a way to easily achieve this with a workflow.

If not, and I need to develop something custom, with the goal of keeping it simple, could it be achieved via a custom workflow activity?

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Kokulan 18,054 on at

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RE: Workflow to Change Owner Appointment Owner to the same system user as Organizer

You will have to create Custom Workflow Activity (CWA) to get a user from Organiser party list as you cannot use the party list in Assign step of a workflow.

You can then create a Real Time Workflow which runs synchronously, to assign the appointment to that new organiser user returned by the CWA

The workflow should trigger on Organiser field change.

Hope this helps.
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gdas 50,091 Moderator on at

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RE: Workflow to Change Owner Appointment Owner to the same system user as Organizer

Hi,

Try with this -
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a33ik 84,331 Most Valuable Professional on at

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RE: Workflow to Change Owner Appointment Owner to the same system user as Organizer

Hello,

This definitely can be completed using custom workflow activity.