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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow triggers with...
Microsoft Dynamics CRM (Archived)

Workflow triggers with update as well as record assignment

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Posted on by efefher

I've looked everywhere for an answer to this, and no luck. So hopefully someone here has an answer to this. 

We have a workflow that sends out an email to a sales rep when we assigned a lead to said rep. The workflow is supposed to be triggered only when the record is assigned, and that's the way it was working until we updated to 2016 update 1. Now the workflow triggers any time the record is updated. 

Is anybody else experiencing this? Is there a fix to this?

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  • efefher Profile Picture
    efefher on at
    RE: Workflow triggers with update as well as record assignment

    Just went through the audit history of the lead and found there's an update being triggered by another workflow, which seems to be updating the owner. So, that was the problem.

    Thanks for the help.

    JB

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Workflow triggers with update as well as record assignment

    Is there any other workflow, which is updating 'owner' field of lead?

    if not, just deactivate the workflow and activate again, and see if it still runs on change

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Workflow triggers with update as well as record assignment

    Do you have any other workflows that handle update/assign of lead?

  • efefher Profile Picture
    efefher on at
    RE: Workflow triggers with update as well as record assignment

    The workflow is already configured to trigger when a record is assigned, but it's currently triggering with updates as well.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Workflow triggers with update as well as record assignment

    You need configure the workflow to be triggered by a field(assign to) instead of record update.

    I hope it is helpful.

    Thanks

    Runner288

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Workflow triggers with update as well as record assignment

    Hello,

    Can you please provide a screenshot of that workflow?

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