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workflow: notification on changed attributes with previous values shown
workflow: notification on changed attributes with previous values shown
- Hi,i am trying to create a workflow that is triggered when a any attribute changes, for example if a customer changes their account values.... any value, a notification should to send listing all the fields that have been changed as well as their previous values...can that be done with CRM 4.0?thank you in advanceRgrdsXtzee
All Replies
- Hi,I don't think its possible to get the value of the attribute before it was changed in our workflows.You could give a try to an asynchronous plugin ?There both the previous and current value would be available !
Regards,Nishant Rana
http://nishantrana.wordpress.com- Proposed As Answer byDavidBerry Thursday, November 05, 2009 6:46 PM
I think you have to do this using Audit tools only...this article describes 3 free ways to audit data in CRM
- The audit tools will do the job. If you want to do it in pure workflow, the only way I can think of reporting the previous value is to store it in a second attribute. You'd need two workflows. The first on the record creation would simply populate the second attribute with the current value. The second workflow would do the following:
Record the new value from the original field
Record the value in the second attribute
Update the second attribute with the new value
I haven't tested it but it should be crazy enough to work.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Proposed As Answer byLeon TribeMVPSaturday, November 07, 2009 9:52 AM
