Hey folks, I am trying to create a workflow where a Status Reason Option set from one entity (in this case, the entity name is "Case") gets copied and updated into another custom entity (something I created and has a separate form).
I can't figure it out for some reason. Basically I a current workflow setup such that when the specific status changes in the "Case" form and is saved, the workflow automatically creates a new record in the customer entity, in this case "Case History Status" that I made. It copies all the information such as case ID, name and modified date, but I can't get the Status to change in the new entity. If I change the status from my "Case" entity to something like received that is part of the option set, I want it to show "received" in the Status reason in my new custom entity.
Hope this makes sense.
This doesn't answer your question directly but it may help, community.dynamics.com/.../tracking-the-movements-of-a-case.
Hey! Can you share a screenshot of the workflow? Generally, to update the status field from the workflow, you need to create a new step (Update Status) and choose the status over there.
Hope this helps!
Did you create new status reason options "Received"in your custom entity ?
First of all, the status reasons optionset values should be the same for Case entity and custom entity. Once the status of Case will change, add step in a workflow "Status change" and select custom entity and set the corresponding status. We will be able to help if you will share more details.
I was able to do this using field mapping and lookups.
-Created a lookup field for Status Reason.
-Created another field called "Status Reason_2" and mapped that to Status Reason from the case
-This linked the two option sets from one entity to another
-Went to the workflow and added it in the properties tab for the update condition and made the edit.
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