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Customer experience | Sales, Customer Insights,...
Answered

How can you tell which Workflow updated a record?

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Is there a way to see which Workflow updated a record?  Audit History would only show the owner and not a workflow, and if that owner owns several workflows, how can we know which one?

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  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    I don't think there is a way to identify this OOB.

    And it is difficult to keep track of each update when multiple workflow updating the same record.

    Please mark my answer verified if i were helpful

  • Verified answer
    scr1pt Profile Picture
    130 on at

    If your workflows have option Automatically delete completed system jobs unchecked, you can look at System jobs (you need to know the time and data, which were updated)

  • Verified answer
    gisiquei Profile Picture
    Microsoft Employee on at

    Hi CRM Learner 8, 

    You could also try to query the information using Advanced Find : 

    pastedimage1598625755170v1.png

    This is going to help if you have async workflows and the option to delete the system jobs unhecked as was commented in other reply.

  • Verified answer
    Fubar Profile Picture
    2,761 on at

    As suggested by others only if it is a background workflow and you set it to not delete the sessions.

    Ideally it would be good if there should really be another column in the audit history that shows the update process (user interface, plugin name, workflow name etc)

  • urklnme Profile Picture
    441 on at

    I mean it is almost offensive to find that there is no way for an admin to configure an model-driven application to log ALL OF THE DETAILS about ANY/EVERY transaction that modifies the data of the application.  Aysnchronous (background) and synchronous (real-time) CRM workflows (processes), Power Automate Flows, Web Resources, should all create audit trail properly.  Yeah, different things are run by different technologies.  DON"T CARE!  it is the 21st century.  These technologies are from a multi-BILLION dollar company.     

    This has been the case for far too long.

  • Guido Preite Profile Picture
    54,086 Moderator on at

    if you know some software that does the logging you are looking for, you can always contact microsoft (by a support ticket or submitting to the ideas site) and tell: "the software X does this, can model-driven apps do the same too?"

  • urklnme Profile Picture
    441 on at

    I did contact M$ and did as you advised Guido.

    They have telemetry that shows much more than what I can see.   of course they will not/cannot share the telemetry info.

    They will try to move the idea of complete logging forward.  not holding my breath though.

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