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Microsoft Dynamics CRM (Archived)

How to pass id of a related entity record to edit web form step - Dynamics portal

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Posted on by 125


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

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  • Suggested answer
    Eccountable Profile Picture
    10 on at

    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.

  • Gopinath Gurusamy Profile Picture
    125 on at

    Hi Nelson,

    This is not a CRM workflow/Business process flow, I am saying about web form and web form steps in dynamics portal.

  • Verified answer
    Gopinath Gurusamy Profile Picture
    125 on at

    I resolved the issue by following the below link.

    community.dynamics.com/.../807779

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