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Custom workflow to populate lookup field with text field

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Posted on by Samrando

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Hi Guys

Please assist if you know how to work this out. I have two custom entities Entity A and Entity B.

I have lookup field on Entity A that lookup to Entity B. I also have text field on entity A that has the same values as the one in Entity B. I wan to write a custom workflow that will take the value from text field and pass it to lookup then lookup will return the record with that same value. I can do it manually by just copying the value from text and paste it on lookup then it will return the same value.

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RaviKashyap 55,410 Moderator on at

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RE: Custom workflow to populate lookup field with text field

Hi Samrando,

Did you create the custom workflow activity? If yes, are you facing any issues/ errors? If yes, then please share.

If you haven't written the custom workflow then I would suggest you to go through the below sample and write your own custom workflow activity.

msdn.microsoft.com/.../gg334455(v=crm.7).aspx

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Pawns or Kings on at

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RE: Custom workflow to populate lookup field with text field

Hi Samrando,

If I'm understanding the question correctly, it looks like you could just use Mapping. If it's a Parent/Child (1:N), which it sounds this way since you say Entity A looks up to Entity B, this seems to be the most efficient way.

From the Solution, go to the parent entity (in this case, Entity B, since this is what the lookup is referencing) > 1:N relationships > Relationship (for example, in the Accounts 1:N relationships, there's incident_customer_accounts) > Mappings

From the Mappings window, you can map which field from the source maps to the field of the child entity. You shouldn't have to write a custom workflow for this (although you can).

Please let me know if this helps.

David

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

Hi Ravi here is my code

CreditRisk is EntityA and Billing is EntityB

new_billid is text field in creditrisk

new_billing is lookup field in creditrisk

new_invoicenumber is text field in billing. it contains the value that i need to populate on new_billing.

Entity CreditRisk = new Entity("new_creditRisk");

//Entity billing = new Entity("new_billingdetail");

if (CreditRisk.Attributes.Contains("new_billid"))

{

Entity CurrentbillID = service.Retrieve("new_billingdetail", ((EntityReference)CreditRisk["new_billing"]).Id, new ColumnSet("new_invoicenumber"));

if (CurrentbillID.Attributes.Contains("kcd_invoicenumber"))

{

var billingName = CurrentbillID.Attributes["new_invoicenumber"].ToString();

if (CreditRisk.Attributes["new_billid"].ToString() == billingName)

{

CreditRisk.Attributes["new_billing"] = new EntityReference("new_billingdetail",

((EntityReference)CreditRisk["new_billing"]).Id);

}

}

service.Update(CreditRisk);

}

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

Hi Ravi here is my code

CreditRisk is EntityA and Billing is EntityB

new_billid is text field in creditrisk

new_billing is lookup field in creditrisk

new_invoicenumber is text field in billing. it contains the value that i need to populate on new_billing.

Entity CreditRisk = new Entity("new_creditRisk");

//Entity billing = new Entity("new_billingdetail");

if (CreditRisk.Attributes.Contains("new_billid"))

{

Entity CurrentbillID = service.Retrieve("new_billingdetail", ((EntityReference)CreditRisk["new_billing"]).Id, new ColumnSet("new_invoicenumber"));

if (CurrentbillID.Attributes.Contains("kcd_invoicenumber"))

{

var billingName = CurrentbillID.Attributes["new_invoicenumber"].ToString();

if (CreditRisk.Attributes["new_billid"].ToString() == billingName)

{

CreditRisk.Attributes["new_billing"] = new EntityReference("new_billingdetail",

((EntityReference)CreditRisk["new_billing"]).Id);

}

}

service.Update(CreditRisk);

}

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

what i have currently

what i want to achieve with custom workflow.

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

Please take kcd_invoicenumber as new_invoicenumber

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

Hi David will your solution populate my lookup?

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RaviKashyap 55,410 Moderator on at

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RE: Custom workflow to populate lookup field with text field

When do you want to rigger your custom code/ workflow. Are you looking for a workflow which your can run it on the existing records whic will populate the billing lookup based on the text value?

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Samrando 270 on at

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RE: Custom workflow to populate lookup field with text field

I have two option field (yes/no) so on change of the field called Risk. (if risk=yes) then call the custom workflow

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Pawns or Kings on at

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RE: Custom workflow to populate lookup field with text field

Hi Samrando,

Unfortunately not. I misunderstood the question. I thought you wanted a field from the parent (look up) record to populate into the child record.

Regards,

David

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