Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Workflow not displaying any fields for Contacts

Posted on by 130

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

*This post is locked for comments

  • Suggested answer
    RE: Workflow not displaying any fields for Contacts

    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

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Workflow not displaying any fields for Contacts

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

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!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans