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Microsoft Dynamics CRM (Archived)

Workflow not displaying any fields for Contacts

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Posted on by

Hello,

Environment: CRM 2015 (On premise)
Latest RU installed 0.2
Browser: IE11, Chrome

I have been struggling to resolve this issue without success. When a workflow is created and a step is added with a condition for the Contact entity the dropdown does not display any fields.

CRMCommunity.png

I have tried to create other workflows for other entities and it shows correctly. Any workflows where the condition points to Contact it will not display any fields. Also, I thought it might be the sitemap so I restored it to its default sitemap but no luck.

If you have any suggestions I can try I will be more than happy to try them.


Many thanks for your time.
nro

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I have the same question (0)
  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi Nro, it looks like you have customised the contact entity, apart from changing its name have you amended its relationship definitions?

  • Suggested answer
    flavia.takushi Profile Picture
    on at

    Hi Nro,

    Please check if you have privilege to read records from this entity and also check if you have Field Level Security enabled for fields of Clients entity.

    For more information about this CRM feature, please access:

    technet.microsoft.com/.../dn832104%28v=crm.7%29.aspx

    www.microsoft.com/.../set-up-security-permissions-for-a-field.aspx

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