Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Workflow based on owner changement with waiting statue

Posted on by 40

Hello Community,

I want to inform a User which is the Account's owner when the  Account Owner is assigned to another owner.

In the workflow : wait condition based on the actual owner: Lours

The workflow is running but it is waiting something.

Screenshot join to this post.

Thank youWorkflow-with-owner-condition.png

*This post is locked for comments

  • Duhot Profile Picture
    Duhot 40 on at
    RE: Workflow based on owner changement with waiting statue

    Hi Alex

    My workflow doesn't run. I don't fine the way to send en email when the Owner is changing based on previous owener: L.Lours.

    Thanks

  • Duhot Profile Picture
    Duhot 40 on at
    RE: Workflow based on owner changement with waiting statue

    Hello Communauty

    I made some changement but with nos success:

    I want to send an email to this owner when someone else change his owner. For exemple, the owner is Lours and when someone change Lours to another User I want that Lours receive an email.

    -I have started with the condition of when the account is assign but after is not good.

    Here the screenshotWorkflow-with-owner-condition_2D00_3.png

    Thank you

  • Duhot Profile Picture
    Duhot 40 on at
    RE: Workflow based on owner changement with waiting statue

    Hi Alex,

    I made some changements on this worklow:

    -start when the Account is assigned. 

    So if the account's owner is K.Lours and the account is assigned to someone else, then, send an email.

     The wokflow does not run.

    Thank youWorkflow-with-owner-condition_2D00_2.png

  • Duhot Profile Picture
    Duhot 40 on at
    RE: Workflow based on owner changement with waiting statue

    Workflow-with-owner-condition_2D00_1.pngHi,

    Don't worry for your Fresh. My English is not so good too !

    I have changed as you suggested. But now nothing in the workflow with a waiting condition after assigment from Lours to another owner.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Workflow based on owner changement with waiting statue

    Hi,

     pardon my French, but I think you have two wait conditions there, right?

     What I would do is:

    - Have the worklfow start on the assign

    - But replace that first wait with an "if" (if owner = Karin...)

     If the owner is not Karin, your workflow will stop. Otherwise, it will wait till the owner changes and send an email

     Right now, it seems, the workflow will start on any assignment, but, if the owner is not Karin, it will wait till Karin is the owner (your first condition)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans