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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create multiple...
Microsoft Dynamics CRM (Archived)

How to create multiple child cases using a workflow

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Posted on by Ahmad Saud 790

Hi

how to create a workflow that loops on a subgrid and create child case for each entry in this subgrid , all of these child case should belong to a certain master case.

for example, i do have a CASE called (Branches Installation), this case is automatically created upon certain logic on the related opportunity.

now, on the opportunity, i do have a custom entity called Branches , and there is a subgrid to enter multiple branches for this opportunity.

When this (Branches Installation) creation is triggered, i need also to create child cases for all opportunity-related branches entries.

any idea?

thanks,

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  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to create multiple child cases using a workflow

    thanks a lot

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to create multiple child cases using a workflow

    Hi Ahmad,

    You can refer SDK for how to create custom workflow assembly and you can look my post here as well:http://himbap.com/blog/?p=780

    best of luck !!

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to create multiple child cases using a workflow

    thanks Goutam, but i never wrote a custom workflow/plugin, so it seems i have to start working on this.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: How to create multiple child cases using a workflow

    Hi Ahmad,

    There  is a advantages if you go for custom workflow like you can trigger on demand basis. So if you need to execute case creation on demand then go for custom workflow else you can write plugin which will trigger create event of branches.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to create multiple child cases using a workflow

    do you mean plugin? or JS? which is better for such scenario?

    thanks,

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to create multiple child cases using a workflow

    In that case you need to writeyour own custom workflow activity or need to use flow as suggested.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to create multiple child cases using a workflow

    Thanks Mahender , but the link you have provided did not help me.

    any idea?

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to create multiple child cases using a workflow

    thanks.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to create multiple child cases using a workflow

    Hi,

    This can't be done OOB workflow, so you need to think about using custom workflow, Check in Github there are custom workflow library which you can use to loop through child records, and implement your requirement.

    Check this post: www.crminnovation.com/.../workflow-heroes it will help you to find correct workflow for you.

    Another no code solution is touse Microsoft Flow, you can use flow to loop through child records and create entity record based on your requirement.

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