web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow to create Not...
Microsoft Dynamics CRM (Archived)

Workflow to create Note when field is updated

(0) ShareShare
ReportReport
Posted on by epark06 1,328

I created a workflow to create a Note on the opportunity when the "Next Steps" field is updated on the opportunity. This works correctly but how do I set the Created By on the Note to the user who updated the Next Steps field? Currently it is showing my name because I created the workflow.

nextsteps.png

*This post is locked for comments

I have the same question (0)
  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

      I'm pretty sure if you convert it to a real-time workflow, you'll have an option to run it under the "current" user.. which is exactly what you need for the "createby"

  • ashlega Profile Picture
    ashlega 34,477 on at

    Here is the option:

    createdby.PNG

  • epark06 Profile Picture
    epark06 1,328 on at

    Thanks! But now my issue is that it's creating duplicate (sometimes 2 or 3) notes because for some reason the field is updating multiple times. I don't know why this is, I'm only hitting Save once on the form, yet it's showing multiple times in the Audit History. Can you help?

    dupes.PNG

  • ashlega Profile Picture
    ashlega 34,477 on at

    There could be any number of reasons - I don't know where/how the field is updated (are there scripts/workflows/plugins/business rules involved?)

    You might try a workaround (it won't work if you need your workflow to respond to the server-side changes as well, though):

    - Create another datetime field

    - On the opportunity form, add javascript on-change handler to you existing "next steps" field

    - In that handler, set your new data time field to the current date. I believe it will only be called if there is a "real" change in the field value

    - Configure your workflow to start on the update of that new field rather than on the update of the "next steps" field

    Or you could create a plugin and user pre-image/post-image to see if there was an actual update..

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans