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Trigger a workflow when a case changes Owner RRS feed

  • Question

  • Hi,

    I build a Workflow that executes when a Case changes owner.

    It seemed to work fine, but for some reasons it gets triggered also when the Customer of the accountid field changes owner.

    When I open the workflow under Start when only "Record is assigned" is checked.

    Is it a bug? Am i doing something wrong?

    Wednesday, October 30, 2013 1:45 PM

Answers

  • This happens because of what is known as cascading rules in CRM. Due to this cascading behaviour the Case changes owner as a result of the parent Account changing owner.

    This behaviour can be modified by customising the Account to Case 1:N relationship. The standard behaviour for this relationship is set to Parental = all Assigns of Account will cascade down to all related child records such as Cases.

    • Proposed as answer by Pekka Sahlsten Wednesday, October 30, 2013 2:05 PM
    • Marked as answer by MarcoPierobon Wednesday, October 30, 2013 3:33 PM
    Wednesday, October 30, 2013 2:02 PM