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Microsoft Dynamics CRM (Archived)

TASK FLOW - Is it possible to Create a new Associated record with task flows?

Posted on by 1,258

I have tried that when I create a record with a Task Flow, I can create new associated/lookup records from the form itself. However, I would like to know if it's possible for me to create the Parent record first and then the next Page will create another new record for another entity that is associated to the Parent entity with 1:N relationship.

Example Scenario:

2 Entities: Appointment and Custom Entity

Relationship: 1:N

  1. After Meeting (Mobile App)
  2. Create New Appointment
  3. Save New Appointment
  4. I would like to have an option here to Add a 'Custom Entity' record associated to Appointment 

Is this possible? Or I can only update the values of the associated records and not create NEW related records?

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