Dynamics Community Forum Thread Details

Update field with its current value using an on-demand workflow

Basically, I have a date field that when it is updated (onChange event) automatically populates two other fields: one field is the month and the other is the year. I'm doing this with JS in a web resource since it requires taking the date field and using .getMonth() and .getFullYear() methods.

This works fine on new records, but I need to update old records and going into each one, updating the date, isn't really an option. Thus, I'm trying to make an on-demand workflow that I can select the records in a view and run the workflow on just those.

I'm not quite sure how to setup the workflow though.

Create Process
Category = Workflow; Entity = the entity I'm working with; Type = New blank process
Check "As an on-demand process"
Start when = "Record fields change"
Select the field to look for changes on ("Date Proposal Sent")
Add Step > Update Record > Set properties

From there I am kind of lost as to how to set the field to its current value. Also, now that I'm thinking about it, this might not trigger an onChange() event since I guess it isn't technically changing.

Should be handling this a different way? If not, how do I continue to set this up?

Your approach should help to resolve your issue, its a good start. Please see below as to how you can create the workflow to do what you want.

Since you are only using this workflow to update existing records, the workflow does not need to trigger on any record events. You will be triggering the workflow from advance find.

First of all, to get Month and Year from DateTime value, there is no out of the box feature in workflow designer. You can use third party solutions, following is one of them.

[View:https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities/releases/tag/v2.3.0.0]

Download the CRMDateTimeWorkflowUtilities_2_3_0_0_managed.zip solution and import onto your CRM instance.

You can then create the workflow as shown below

[View:/cfs-file/__key/communityserver-discussions-components-files/117/ScreenClip-_5B00_623_5D00_.png]

Once you created and Activated the workflow, you can run this from Advance Find results window

[View:/cfs-file/__key/communityserver-discussions-components-files/117/ScreenClip-_5B00_625_5D00_.png]

If you have under few thousands of records, you could increase the page size to 250 in Personal Settings area and run this workflow against the records returned in Advance find.

But if you have loads of records, meaning over 5K, you could use the XrmToolBox plugin to run the workflow against the records. You can download the FETCH XML from advance find and paste the FETCH query in this tool and run the workflow against all the records in batches.

[View:/cfs-file/__key/communityserver-discussions-components-files/117/ScreenClip-_5B00_627_5D00_.png]

Let me know if you need any further help or guidance on this.

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