Microsoft Dynamics CRM (Archived)

Update workflow ownership in bulk

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Posted on by sdnd2000

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Hi, I have a lot of workflows to be updated with new ownership, any way to update them in bulk?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

AFAIK there is no plugin for XrmToolbox or something similar to do that in bulk so you will have to to do it manually going through all the workflows.

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gdas 50,091 Moderator on at

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Hi ,

This is configurable and its better to do manually .

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sdnd2000 2,510 on at

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can I do it through advance find, assign to specific user?

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gdas 50,091 Moderator on at

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No its not possible , Wrokflow is not an user/team owned entity.

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Hi,

You could use the Assign option to perform a bulk update of the ownership of workflows. However, the processes would go to Draft state once the owner is changed. You can re-activate them.

Here are the steps you need to follow:-

1. Navigate to Settings -> Processes -> All Processes

2. Select the processes you need to change the ownership for

3. Use the Assign button on the ribbon, a popup would appear.

4. On the popup, select the Assign to value as User or team and choose the User of Team value as the new user who would own the processes.

5. The processes would now be in the Draft state, you can select them and activate them.

Please mark the answer as verified if it resolves your issue.

Thanks,

Sravya

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Alex Fun Wei Jie 33,628 on at

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Hi,

you can select the workflow and assign it like below picture, but remember to activate the workflow after assigned to new owner.

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Jindrich Simacek 25 on at

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In the Unified Interface, the ‘Processes’ section is no longer available, but reassignment can be also done in the Advanced Find when looking for the "Processes" entity.

Workflows still remain Active after the change of ownership.

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