News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How to update a Comple...

Customer experience | Sales, Customer Insights,...

Suggested answer

How to update a Completed or Canceled record?

(0) Share

Report

Report

Posted on by Jet_24

10

Hi,

I currently have a requirement that I need to allow users to be able to perform the bulk edit even if the appointment records are already completed or cancelled.

From what i know both completed and cancelled records are in read only form and the only way to edit them is through opening the records, perform necessary updates then complete/cancel the records again.

Are there any work around for this?

Thank you.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Inogic 24,102 on at

Like (0)

Report

RE: How to update a Completed or Canceled record?

That's right, you can’t edit the records manually if records are completed or canceled. But you can use Power Automate FLOW to update the records. With Power Automate FLOW you can update Appointment records even if they are completed or canceled.

So, for this, you need to create one Power Automate Flow which will be triggered On-Demand, pass input parameters to FLOW,and the passed values will be read in FLOW and will update the record.

See below screenshot of FLOW:

Hope this helps!

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans