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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / link new case to origi...
Microsoft Dynamics CRM (Archived)

link new case to original case HOW???

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Posted on by Community Member Microsoft Employee

hello

I am using a workflow to create a new case that is an exactly replica of the original case

so I have a step that creates the new record

I must then update original record to link to the new case

I have a lookup that does this but the original links to itself and not the new case

how do I do this via a update step

again I use a workflow to create a duplicate of the case I then I create a step to update case but I need to link the new case to the original

how do I do this

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: link new case to original case HOW???

    in my update step I scrolled to the bottom under related entities to the process section and found the create case step and added that to the lookup field  and that worked perfectly

    thank you

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: link new case to original case HOW???

    Hi

    So when you create the workflow you have the option to populate the new case with "Originating Case" this will then allow you to add a Subgrid to the parent for related cases

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: link new case to original case HOW???

    so create case and update case should be in the same stage

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: link new case to original case HOW???

    Hi,

      add an update step for the original case, then select that lookup field, then, on the right side(where you need to select where the field will be populated from) scroll down all the way to the bottom - there will be something corresponding to the name of the create step. That'll be your new case, so select that, then "case" field, and put it int othe lookup..

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: link new case to original case HOW???

    to be clear

    the original case must link to the new case

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