I really hope I am missing something here. I am trying to get a real time workflow to behave but I seem to be in a catch 22...
The workflow runs on creation, before a status change or when a field is updated. At least it would ideally. In this case I need the workflow to run AFTER a field is updated, but BEFORE the status changes. It appears as if the Start When is the same for change status AND field is changed (see below)...
Here is what I want to happen. We have a custom entity (Installation) that tracks our software installations at our customer sites. We want to copy a variety of specifics from the installation record to the OOB Case record in CRM. Everything works fine if the installation (serial Number) is on the case when it is created, but if it is added afterwards we seem to be stuck.
If I check the record status changes check box, it just seems to check the Status field of the "Record fields change" option under the covers. This is where the problem comes in. If I try to update the associated Case record after it is resolved it throws an error because you can't update a closed record. If I try to update the record before the Installation ID changes I don't get the right results because it is using the previous installation id (usually blank).
How do I get a real time workflow to update the record prior to it being closed, but after a field value is changed?