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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / understanding of relat...
Microsoft Dynamics CRM (Archived)

understanding of relationships to successfully update related records

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Posted on by Community Member

ok folks I have a two part question but same topic

I often get the record to be updated cannot be found message in workflows and I trace it to a relationship issue

to successfully update records, am I correct in understanding that a lookup from the primary entity must exist on the related entity form to ensure the link to the record  

in my situation I have several lookups to related entitys from the case entity, so I am of the understanding the case lookup must exist on each related entity form with it populated with the correct case so a update to occur

if I am correct, I just noticed I have 100 related  records from an entity linked to case with a case lookup ID of null that I need to populate so they can be linked to the appropate case so they can be updated

how do I do this with existing records, I have a populated text field of case number so I can find the case and hook manually   is there a way to do this with a workflow or something

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    You can create an on demand workflow and update all existing records

    if the record count is more than a 1000, use xrmtoolbox bulk workflow update tool

    github.com/.../XrmToolBox

  • Community Member Profile Picture
    Community Member on at

    thanks

    is the first part of my question about updating records with lookups on both entites how relationships work ?

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Yes, there must be a connection between entities, for the workflow to work.

    its not necessary to have the lookup on form but the lookup must be filled

  • Community Member Profile Picture
    Community Member on at

    the lookup involved in the update record method of the workflow or in the check condition???

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Both of them

  • Community Member Profile Picture
    Community Member on at

    ok one last thing so I can tie this together

    so when I initially create the record with a workflow  I need to fill both lookups on create

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    You can do that on creation, let me know if you face any difficulties

  • Community Member Profile Picture
    Community Member on at

    ok I got it

    I may have to rethink my schema

    I am updating an agency name that is part of a case but an agency can be two different types and are two entries in the table I am updating with the same case number

    so whats the best way to update these if they are two separate records with the same case number

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Update case lookup in both the Agencies

  • Community Member Profile Picture
    Community Member on at

    the agency lookups are part of the case, whatever the result is I store the agency choice in a separate table as a record so I have 1 record with the same case number for agency 1 and agency 2 as a separate record with the same case number in the same table  I am trying to update that table

    I have a case lookup in that table  

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