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Microsoft Dynamics CRM (Archived)

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

Posted on by 1,579

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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  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    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.

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Workflow to Change Owner Appointment Owner to the same system user as Organizer

    Hi,

    Try with this -

    2019_2D00_02_2D00_12_5F00_1_2D00_46_2D00_27.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Workflow to Change Owner Appointment Owner to the same system user as Organizer

    Hello,

    This definitely can be completed using custom workflow activity.

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