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Microsoft Dynamics CRM (Archived)

Automated workflow to copy field data to another field within same record

Posted on by 5

Interesting predicament we're in... We use Hubspot as our marketing tool, and are trying to sync a particular field's data over from D365. This field is a drop-down selection field, which PieSync does not play well with. I've got the idea that I'd like a duplicate field (that's configured as a standard text field) which would be populated by the value indicated in the drop-down selection field. For example: we have a field called "Persona," where we allow the user to choose from between 6 options in a drop-down. I'd like to be able to automate a script or workflow to read whatever that selection is and copy/paste to the open text field named "Niche." If we can get this to work, we'll be able to have that "Persona" sync with Hubspot, where we can manage our marketing effectively based on those client types. Is there am add-in or custom script that would work for our case? Using the standard built-in workflow capability, it's not possible for me to choose that "Persona" drop-down field as a choice to populate the new text-based "Niche" field.

Any help is greatly appreciated!

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  • Suggested answer
    Firas ROUATBI Profile Picture
    Firas ROUATBI 20 on at
    RE: Automated workflow to copy field data to another field within same record

    Hello,

    if the "Persona" field is editable only from the form, you can make a script that triggers when you edit the "persona" field to update the second text field. Otherwise if the modification process is server side, you have to develop a plugin hat triggers when you update the "Personna" field and it updates the second fields.

    Regards,

    Firas ROUATBI

  • Palani Profile Picture
    Palani 196 on at
    RE: Automated workflow to copy field data to another field within same record

    Hi,

    Have you tried using a business rule that triggers at entity level?

    Regards,

    Palani Babu

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