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Customer experience | Sales, Customer Insights,...
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how to obtain the old values and new values of a field on update and assigning those values in 2 different new fields using plugin

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Posted on by 105

I have one field name Phone no. Whenever I change the value of phone no , the old and new value should be displayed in two different fields named "Old Value " and "New Value". I am new to this. I need a plugin code. Thanks in advance.

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Rits,

    We will use real-time workflow to achieve it.

    Go to Settings > Processes, new a workflow, uncheck Run this workflow in the background.

    pastedimage1601546446307v1.png

    Select Start when to Before. Select Record fields change, click Select to select the phone field.

    pastedimage1601546477191v2.png    pastedimage1601546607926v3.png

    Then add step Update Record. Set properties.

    Inser dynamic value of phone field into the old phone field.

    pastedimage1601546750869v4.png

    Activate the workflow.

  • Rits Profile Picture
    105 on at

    Hi Lu, Thanks for sharing..But i need a plug-in to do that. It's the requirement

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    You would need to use Image concept of plugin to achieve your requirement.

    Check below step by step article below.

    carldesouza.com/.../

    Please mark my answer verified if i were helpful

  • LuHao Profile Picture
    40,892 on at

    Hi Rits,

    Yes, we will use Pre-Image and Post-Image in the plugin.

    Please refer to community.dynamics.com/.../pre-image-and-post-image-in-dynamics-crm

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