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Hi,
I've made a custom entity to CRM. whenever I create a new Opportunity, the new custom entity row is created allso with some fileds. This I made with a workflow and this is working ok. Now I have a problem that fields on Opportunity form change and I need to update the same fields on my custom entity allso. It needs to be done on the related Custom entity. I made a N:1 realtionship on Opportunity and it is Referential. Tryed to make a workflow on Opportunity, that should be triggered whenever the marked fields change and it should Update the related custom entity, but I get error message that says :A record Required by this process could not be found. Obviously there is something wrong with the relationships between two entities, because I tested with Account Opportunity relationship and this is working just file. (Account Opportunity relationship is defined by default).
Somebody has any ideas how to make this workflow to work?
It looks like you might have to reverse the relationship between the Opportunity and the custom entity. You might need to make the relationship as N:1 between Opportunity and your custom entity so that the custom entity record is the lookup record on the opportunity entity. This way, when a field in the Opportunity entity is updated, you can set the workflow to run on the change event of the field, and still be able to update the custom entity record.
HTH. Good Luck!