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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow to check cond...
Microsoft Dynamics CRM (Archived)

Workflow to check condition in unrelated entity i.e. parent->child->child

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Posted on by Community Member

Hello,

I have a workflow where I need to check condition with the  entity where it is not related directly for e.g. I have workflow created for account entity which has a related  entity called supplier they both have common field accountid now we have third entity called supplieraddress where the supplier and supplieraddress have common field called supplierid, here I need to check condition from account entity to supplieraddress entity how to do this in workflow, will childflow help to just check condition and return true or false, I don't want to do custom workflow like to code and all because it's just one condition, please guide me with the steps or any links.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Workflow to check condition in unrelated entity i.e. parent->child->child

    Hi, please check out this blog post that will walk you through how you can use Action to accomplish this.

    Use Action to retrieve data from an unrelated entity in Workflows in Dynamics 365

    http://msdyn.blogspot.com/2018/03/use-action-to-retrieve-data-from.html 

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Workflow to check condition in unrelated entity i.e. parent->child->child

    There is no OOB workflow  to get it. You need to do custom workflow or web api query.

  • Community Member Profile Picture
    Community Member on at
    RE: Workflow to check condition in unrelated entity i.e. parent->child->child

    Hi Mahen,

    Thanks for replying, I checked the link which you gave however how to bring the fetchxmlquery in the workflow as part of steps as shown in the link, sorry I 'm quite new to all this.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Workflow to check condition in unrelated entity i.e. parent->child->child

    Hi,

    You can't query entities using out of the box workflow, so you need to write custom workflwo your own or you can try workflow utilities like below if that can help you:

    msdyncrmworkflowtools.codeplex.com  (Check query step)

    practical-crm.blogspot.in/.../workflow-fetchxml-query.html

    Thanks

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