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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Resolve Case via backg...
Microsoft Dynamics CRM (Archived)

Resolve Case via background workflow by "Modified by" user

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Posted on by Alexandr J. 246

Hi, 

i have custom field "Status reason" on Case and with some value of this field it resolves Case via background workflow. After succesfully ended process session is automatically created Activity on Case records ("Case resolved by Administrator") - Administrator is the owner of the workflow.

Is it possible somehow show the user who made these changes on Case record in activity? It's possibly 3 different users so change of owner of workflow it's not a solution. 

Thanks for any advice.

Alex

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  • Alexandr J. Profile Picture
    Alexandr J. 246 on at
    RE: Resolve Case via background workflow by "Modified by" user

    Thanks all for answers of possible ways to success. It looks like real-time wf will be best option for my case.

    Best regards,

    Alex

  • Verified answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Resolve Case via background workflow by "Modified by" user

    I think you can use custom code activity and you can use InitiatingUserId from context. other option you can use real time workflow.

  • Verified answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: Resolve Case via background workflow by "Modified by" user

    A someone already indicated do it with a real-time workflow - if you need something that is only available in the background workflow (e.g. a wait condition etc), you can initiate by a real-time workflow that calls a background workflow.  Alternatively, you would need to write an plugin.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,050 on at
    RE: Resolve Case via background workflow by "Modified by" user

    Hi

    You could solve this issue using two different apporches i think

    01. You could move your workflow logic to plugin - Plugin will by default run in current user's context

    02. You could create a Custom Workflow Activity that impersonates and creates an OrgService in the context of the modified by user and then Resolves the case using that OrgService

    www.inogic.com/.../scenario-where-impersonation-in-custom-workflow-can-be-used-for-dynamics-crm

    Hope this helps

  • Alok Singh Profile Picture
    Alok Singh 910 on at
    RE: Resolve Case via background workflow by "Modified by" user

    Hi Alex,

    You can create a new custom entity (Case log history) and create a case log history record whenever user is updating case and this case log can be associated with the activity where you can see the complete history. You can have following few fields

    1. Updated by

    2. updated date and time

    In future if you want to extend this feature , you can add more fields such Owner change, Status change etc and based on these details a report can be created and presented to management for further analysis.

  • Alexandr J. Profile Picture
    Alexandr J. 246 on at
    RE: Resolve Case via background workflow by "Modified by" user

    Hi,

    thanks for fast answer. I tried it before but thats not working as i want so OK it's possible solution but i want to change it on background workflow - thats not possible?

    Best regards,

    Alex

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Resolve Case via background workflow by "Modified by" user

    Hi,

    you can create a real time workflow and execute as user.

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