Update from workflow requires reloading record
Why does a create workflow update not seen right away? the users have to reload the opportunity to see the updated field? Can workflow force that to happen automatically? Thanks -- Paul Doyon CRM Consultant
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Think of it this way: workflow is server-side, and what the user sees on the form is client-side -- it's just in their browser, and unfortunately CRM doesn't include a lot of built-in AJAX functionality, which, if it did, might refresh data on the form without reloading the page. One way around this is to use an OnChange event in a field to save the form. However, it's important to also remember that workflow rules may not fire instantly, as they are queued by the workflow service to run in the order received, so even if the page is reloaded right away, you might not immediately see the results of your workflow since there might be a lag between when the call to the workflow is issued and when it is performed. -- Matt Wittemann, CRM MVP http://icu-mscrm.blogspot.com "Paul" wrote: > Why does a create workflow update not seen right away? > the users have to reload the opportunity to see the updated field? > > Can workflow force that to happen automatically? > > Thanks > -- > Paul Doyon > CRM Consultant >
MattWittemannThanks -- Paul Doyon CRM Consultant "Matt Wittemann" wrote: > Think of it this way: workflow is server-side, and what the user sees on the > form is client-side -- it's just in their browser, and unfortunately CRM > doesn't include a lot of built-in AJAX functionality, which, if it did, might > refresh data on the form without reloading the page. One way around this is > to use an OnChange event in a field to save the form. However, it's important > to also remember that workflow rules may not fire instantly, as they are > queued by the workflow service to run in the order received, so even if the > page is reloaded right away, you might not immediately see the results of > your workflow since there might be a lag between when the call to the > workflow is issued and when it is performed. > -- > Matt Wittemann, CRM MVP > http://icu-mscrm.blogspot.com > > > "Paul" wrote: > > > Why does a create workflow update not seen right away? > > the users have to reload the opportunity to see the updated field? > > > > Can workflow force that to happen automatically? > > > > Thanks > > -- > > Paul Doyon > > CRM Consultant > >
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