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I have a web form that has four steps. Step 1's mode is Edit and targets entity A. Step 2's mode is also Edit and targets entity B. Entity A has a lookup to entity B.
I dont have any issue in Insert mode as it creates a new record and links it.
To edit the record, how do I specify the record source to edit for step 2? The options I can see for Source Type are Result From Previous Step and Query String.
It doesn't work when I use Result From Previous Step (because previous step reference is Entity A).
It doesn't work when I use Query String (because it passes the ID of entity A record).
Is there a way I can dynamically change the id of the query string when next button is clicked(by getting the entity B id from the lookup) ?
Any suggestion for doing this?
Step 1 - Entity A - Edit (A has a lookup to B)
Step 2 - Entity B - Edit
Step 3 - Entity A - Edit
Step 4 - Entity A - Edit
Thanks,
Gopi
*This post is locked for comments
I resolved the issue by following the below link.
Hi Nelson,
This is not a CRM workflow/Business process flow, I am saying about web form and web form steps in dynamics portal.
Gopi, 75 people have viewed this question and not left a answer so your question is not making any sense. You start by saying you have a 'web form' but then you say you have 4 steps. Do you mean that this is a workflow or business process flow? Could you include some screen shots?
I am guessing you mean this is a workflow. Since you tell us that entity A has a lookup to entity B, and you create an Update step for entity B, CRM will use the existing relationship through that lookup field from A to B to determine which record in B to update so you don't have to specify any record source.
Does this help? If yes, then please indicate this as the answer.
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