Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Field not updating as part of Workflow

Posted on by Microsoft Employee

Good morning everyone!

We have a workflow that updates a lookup field on the Work order form, once a case is converted into a Work Order.  This field was being updated without any issues until last week.  No changes were made to the system, nor the workflow.

The issue is; the field no longer automatically updates the lookup field until after the form is changed.  When I convert a case into a Work Order, the lookup field is blank.  But when I change the form, the field updates itself.  It's almost like the form needs to refresh in order for the lookup field to be updated.

Any ideas?  I've pasted a screenshot of the Workflow below.  As I have said previously, the issue doesn't seem to be with the workflow itself, as it has been functioning properly until recently.

 48664.Capture.JPG

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field not updating as part of Workflow

    That was it.  

    We've never used Real Time workflows before.  Great learning experience here.

    Thanks for the quick replies!

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Field not updating as part of Workflow

    You have to make it a real-time workflow. Otherwise, it may take some time(up to a few minutes) before the workflow actually starts.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field not updating as part of Workflow

    The workflow is initiated upon record creation. Below is screenshot of the complete Process properties and the definition of the workflow as well:

    2146.Capture2.JPG

    2146.Capture2.JPG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field not updating as part of Workflow

    Hello Pete,

    Can you take a Screenshot of the entire definition of the Workflow? I mean, the entire window

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Field not updating as part of Workflow

    Hi Pete,

     is this a real-time workflow?

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!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

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