Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

Workflow to email the new value of a changed field

Posted on by 12,159

Struggling to figure out how to send out an email when a delivery date is changed/updated. I tried a RT workflow that triggers before the field changes to check if there is an existing value and then fires a child workflow which again checks whether or not the field has a date and then emails the new value to a dispatcher. It works for the most part except it fires when the field starts off null, which I can't figure out why.

Maybe there's another way to achieve this?

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Workflow to email the new value of a changed field

    Hi Joe,

    Ah I see now. I will take another look today as this should be possible somehow.

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Workflow to email the new value of a changed field

    Hi Joe,

    Ah I see what you mean. You would think it would be easy to do but I tried several

  • Joe Woltering Profile Picture
    Joe Woltering 12,159 on at
    RE: Workflow to email the new value of a changed field

    Hey Adam,

    I wish it were that simple. My issue is that I only need to fire if the field already contained a value. If I simply use the on-change method it will fire when the original value was blank. I was hoping to be able to achieve this without having to store the original value in a separate field.

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Workflow to email the new value of a changed field

    This should be a straight forward Workflow where you simply set your date field for Start When - Record fields change (as below) I've tested it and it works as expected. Do you have other options set for Start when by any chance?

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans