Workflow - Check Old Value, Check New Value, then Send Email

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Posted on by Community Member

Hi all,

I am trying to run a workflow when a custom entity record's stage changes from 2 to 3. At that point, it will send an email to our PPM admins to create a project.

Currently, I have a web resource, which when the BPF stage changes, it triggers a read only field "Stage" to change (so they can sort by stage in a view).

To execute this workflow correctly, I need to check that the previous stage was 2, check the current stage is 3, and fire an email... but I'm not sure how to check old value, and then new value, like the audit logs show.

Thanks,

Blayze

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Aiden Kaskela 19,696 on at

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Hi Blayze,

I'm not sure if you can do this with the tools out of the box (you may be able to but I don't use workflows as much as custom code).

If I had that requirement I would do it in the plugins on the Pre / Update event where you can get the last value and the current one. You can create a new field called Last Stage and reference that in your workflow.

If this helps, I'd appreciate if you would mark this as a Verified answer.

Thanks,

Aiden

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Fubar 2,761 on at

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If using CRM 2013/15 you could possibly use 2 real-time workflows (one running on Before and the other After) similar to how the name change is captured in the following http://survivingcrm.com/2014/09/time-travel-workflows-accessing-before-after-values/

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Community Member on at

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I executed it this way as it did not require code. Works very well. Thanks.

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