Leon's CRM Musings: Auto-assigning workflow-created records to the current user

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Источник: http://leontribe.blogspot.com/2010/0...d-records.html
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One of the 'features' of Dynamics CRM is that if you use a workflow to generate records, the owners of those records will be the author of the workflow, NOT the current user. Generally this is undesirable.

So how do we get around this? Without too much difficulty actually.

The trick is we can use the event trigger to tell us who the current user is. For example, let's say we have a workflow that creates a set of task records when a new account is created. While easy to set up, all the tasks will be owned by the workflow creator and not the user. However, as we know the user created the parent account (the event trigger), we can populate the task owners with the 'created by' of the parent account.

If the status of a record changes or the attributes are modified, use the 'modified by'. If the record is assigned, check the owner.

There you have it. A really easy way to assign workflow records to the current user and not the workflow administrator.


Источник: http://leontribe.blogspot.com/2010/0...d-records.html