Microsoft Dynamics CRM (Archived)

Assistance on how to use AG Utilities:Distribute One To Many

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Posted on by wperkinson3

Good Day to You,

I am having a problem configuring the workflows to update the child records.

Can someone point me to a good example of how to configure the AG Utilities:Distribute One to Many?

The parent record has a field named "Subscription Type" and so does the child records. When I create the child workflow to update the Subscription Type, I do not have "subscription type" has an option to update in the child record.

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nfernandezba 210 on at

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You can use Demian Raschkovan's workflow tools to archive that:

=> GitHub to download the solution and documentation: github.com/.../Dynamics-365-Workflow-Tools

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nfernandezba 210 on at

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"The parent record has a field named "Subscription Type" and so does the child records. When I create the child workflow to update the Subscription Type, I do not have "subscription type" has an option to update in the child record."

If this is the only update that you have to make on the child record, Did you consider to change the subscription type on the child record as a Calculated field?

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wperkinson3 2 on at

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Nicolas,

No, I had not thought of changing the field to be calculated.

Thank you. I will give that a try now.

Will

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wperkinson3 2 on at

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Nicolas,

I tried to do a calculated field, but I cannot access the field from the parent record.

Is this because the field on the parent record is a "Option Set" and I am configuring as a calculated field on the child?

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wperkinson3 2 on at

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nfernandezba 210 on at

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TThis happens when the global options on the calculated option set on the child entity doesn't match with any option set field with the same global options on the parent entity..

Image 1: New option set (BASIC) with global options on the PARENT entity

Image 2: New option set (CALCULATED) with the same global options on the CHILD entity

Image 3: Configuration of the calculated field

If this resolves your problem, please mark it as a verified solution.

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wperkinson3 2 on at

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Thank you for the reply. Both optionsets are local, so thus I am guessing why that is causing me a problem.

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nfernandezba 210 on at

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In that case, If It is possible you could create new fields and then migrate the information from the previous fields to the new ones.

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