Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Actual Modified by when using workflows

(0) ShareShare
ReportReport
Posted on by 170

Hello there,

We have a challenge with a CRM implementation where many of the opportunity fields have security enabled to avoid regular users to update them, however, some of the workflows we´ve created to automate the form, need to be in real time and excuted as the administrator (not by the user who edited the record), it causes that all changes performed by the workflows to be shown as the administrator as the ¨Modified by¨ on the form, which makes totally sense, but our challenge is to be able to create a custom field to show the actual user who modified the record. It is a set of fields with permissions and other fields with security that make the workflows to work, but we have this inconvenience that can´t know who is the actual user who performed the change on the record.

We need the actual ¨modified by¨ to be able to create other records from an opportunity update via workflow and to be able to assign the record to user who modified the opportunity, not the owner of the opportunity, because it happens not always the owner of the opportunity is the one who follow up on it.
Does anyone know how to address this escenario?

Any suggestion will be greatly appreciated.

Thank you.

*This post is locked for comments

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Actual Modified by when using workflows

    Hello,

    You can add a javascript function to getuserid on form save and set the actual modified by field.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans