3 เมษายน 2551 11:34Hello everyone, i have a crm 3.0 and want to do some kind of history for reassigned records.
So, what i want is to make new note saying something like "entity reassigned form user1 to user2 at mm.dd.yyyy".
so it there any options i can do this through workflows or js with onChange event?
thx in advance.
3 เมษายน 2551 11:49ผู้ดูแล
Creating a note can easily be done through workflow. The one thing that you will lack is that, by the time the workflow executes the owner will already have changed, so all you can do is say "entity reassigned to user2". This may be sufficient, especially if you also use workflow on the create event to create a note to track the initial owner.
The most powerful route would be to use a PostAssign callout, in which you can identify the old and new owners, and create a note programmatically. However, this will require .Net code, so it's more work than a simple workflow