Workflow (or whatever) to associate n:n entities

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Posted on by Jeroen J

Dear reader,
I'm struggling with a new requirement looking like this:

We have a n:n relationship with custom entity Project and systemuser (used as project teams).

As soon as a new CRM user is added, he/she should be added to several (10+, so a lot of manual labor with all possibilities for errors) project teams.

I would like to refrain from database triggers and SQL inserts (possible, since we have all on premise) and my client won't pay for a plugin developer (can't do that myself unfortunately, unless someone could point out a clear HowToForDummies).

Is this even possible in a workflow or using javascript? Any other ideas?

Thanks for thinking along with me!
Best regards,
Jeroen

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Answers (1)

Rafael Pennese 25 on at

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RE: Workflow (or whatever) to associate n:n entities

I know this is an old thread, but I'm also struggling to make any of the mentioned Workflows work...There is no documentation on GWE, and the workflow only has 2 arguments, which confuses me...

By the way, the GWE webpage has changed : incrementalgroup.co.uk/.../

Could anyone help? I just need to clone records form the same entity, and I want all records from the source record's N:N relationship cloned to the new record
Aaliya 10 on at

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RE: Workflow (or whatever) to associate n:n entities

Hi..

Can you elaborate how can we merge this to current solution.

And is there a documentation available.
Community Member on at

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RE: Workflow (or whatever) to associate n:n entities

Has anyone a documentation for the GWE toolkit? I'm trying to associate some records trough a N:N relationship. Practically i have to link the linked Locations of an older Offer to a new/cloned Offer.

Thank you and Regards,

Aurel

and this is the error i receive:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: An error occurred in the AssociateRecord workflow.
 at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)
 at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)
 at Gap.RecordFunctions.CodeActivityBase.Execute(CodeActivityContext executionContext)Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message>Microsoft.Xrm.Sdk.InvalidPluginExecutionException: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: An error occurred in the AssociateRecord workflow.&#13;&#10; at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)&#13;&#10; at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)&#13;&#10; at Gap.RecordFunctions.CodeActivityBase.Execute(CodeActivityContext executionContext)</Message>
<Timestamp>2018-07-03T11:52:51.3009334Z</Timestamp>
<InnerFault>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message>Plugin Trace:

[Gap Record Functions: Gap.RecordFunctions.AssociateRecord]
[Gap Record Functions (6.1.7.5): Gap.RecordFunctions.AssociateRecord]

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: An error occurred in the AssociateRecord workflow.
at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)
at Gap.RecordFunctions.AssociateRecord.ExecuteBody(CodeActivityContext executionContext, InterfaceLogger logger, IOrganizationService service)
at Gap.RecordFunctions.CodeActivityBase.Execute(CodeActivityContext executionContext)
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
</Message>
<Timestamp>2018-07-03T11:52:51.3009334Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</InnerFault>
<TraceText i:nil="true" />
</OrganizationServiceFault>
Demian Rashkovan 130 on at

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RE: Workflow (or whatever) to associate n:n entities

Hi Jeroen J,

I have documentation for N-N assoiciation here: github.com/.../Associate%20Entity.md

Ping me an issue in github if you need anything else.

Hope this helps,

Demian.
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Community Member on at

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RE: Workflow (or whatever) to associate n:n entities

Hi Jeroen J,

work with N:N relations by workflow is a little bit tricky.

Please proceed as follow:

1) Implement a workflow to deal with list of entity (refer to this post https://community.dynamics.com/crm/f/117/p/259098/727269#727269)

2) Use the following method to create N:N relation:

public static void Associate(IOrganizationService svc, EntityReference parentref, EntityReference childref, string relationname) { EntityReferenceCollection childrefcoll = new EntityReferenceCollection(); childrefcoll.Add(childref); Relationship relationship = new Relationship(relationname); svc.Associate(parentref.LogicalName, parentref.Id, relationship, childrefcoll); }

Please let me know.

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

Independent Contractor

http://www.francescopicchi.com
Jeroen J on at

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RE: Workflow (or whatever) to associate n:n entities

That did the trick, Ryan! GWE worked spotless! Thanks for your suggestions!
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Ryan Maclean 3,070 on at

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RE: Workflow (or whatever) to associate n:n entities

There is also a workflow step in the Gap Workflow Essentials toolkit to associate entities - www.gapconsulting.co.uk/.../workflow-essentials

You could also use Andrii Butenko's Ultimate Workflow Toolkit - github.com/.../releases

With the UWT step, you need to set your record 2 reference using the following format {id: "GUID", entityType: "ENTITY LOGICAL NAME"}

I've used both of these successfully in the past
Jeroen J on at

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RE: Workflow (or whatever) to associate n:n entities

@Guillaume, thanks for your quick response, I'll take a deep dive into your suggestion!

@Ryan, I already found this one, but it's lacking dummy documentation.. Just don't seem to get it to work...
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Ryan Maclean 3,070 on at

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RE: Workflow (or whatever) to associate n:n entities

You could use Demian Rasko's workflow tools which has a step to do N:N associate github.com/.../Dynamics-365-Workflow-Tools
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Community Member on at

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RE: Workflow (or whatever) to associate n:n entities

Hi,

As you don't want to do it with plugin, you will need to do it with Javascript as it is imposible to create an AssociateREquest with OOTB Workflow.

Here is a sample with the old Rest end Point:msdn.microsoft.com/.../hh372956%28v=crm.7%29.aspx;MSPPError=-2147217396

Here you have a nice tool to build your associate queries: github.com/.../CRMRESTBuilder

jlattimer.blogspot.ch/.../crm-rest-builder-2300-now-with-web-api.html