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Microsoft Dynamics CRM (Archived)

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

Posted on by 728

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.

UpdateChildRecords.jpg

UpdateChildRecords2.jpg

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  • Verified answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    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.

  • wperkinson3 Profile Picture
    wperkinson3 728 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

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

  • Suggested answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    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

    7848.2.PNG

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

    7848.2.PNG

    Image 3: Configuration of the calculated field

    1663.3.PNG

     

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

  • wperkinson3 Profile Picture
    wperkinson3 728 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    calculatedfield.jpg

  • wperkinson3 Profile Picture
    wperkinson3 728 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    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?

  • wperkinson3 Profile Picture
    wperkinson3 728 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    Nicolas,

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

    Thank you.  I will give that a try now.

    Will

  • Suggested answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Assistance on how to use 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."

    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?

  • Suggested answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Assistance on how to use AG Utilities:Distribute One To Many

    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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