Workflow loop For Each to create multiple records

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Posted on by Ryan Maclean

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I'm trying to create a workflow that will allow me to create multiple records via a dynamic loop, but I'm running into a bit of a block with it.

Scenario

If an ACCOUNT has an N:N relationship with Record XYZ in custom entity SEGMENT with , THEN

FIND all SERVICES in SEGMENT XYZ

CREATE an ACCOUNT SERVICE record for each SERVICE found

I have a workflow step to find the N:N relationship, and I can find all of the services in that Segment, but I cannot get it to loop through each

I know I could include multiple create steps, but I'd prefer not to have a static set of workflow steps, as it would necessitate modifying the workflow each time we add or remove a service

Any advice would be appreciated!

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Hi Ryan,

i replied yesterday to a similar question, please refer to this post:

https://community.dynamics.com/crm/f/117/p/259098/727269#727269

The code you will find let you loop over a list of entities.

Hope it helps.

Please, let me know if you solve, otherwise feel free to ask more.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

Independent Contractor

http://www.francescopicchi.com

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Ryan Maclean 3,070 on at

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Hi Francesco, thanks for replying.

I can find a way to run a workflow on the results, using Aiden Kaskelas Workflow Elements Run Workflow on Query Results step -kaskelasolutions.com/activity-run-workflow-on-query-results

I'm struggling with dynamically passing through the Account name from which the workflow was triggered though.

I should be clear, I'm not a coder, so creating custom workflow activities is a bit of a challenge!

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Ryan Maclean 3,070 on at

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Anyone else able to offer any potential advice on this?

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Hi Ryan,

unfortunately when you deal with collection workflow automation is a pain.

I could suggest to take this opportunity to deep your experience over custom workflow.

If you need an hand, we are here :-)

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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