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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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  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    so a separate lookup to each record in the 3rd table

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: understanding of relationships to successfully update related records

    No,

    When you go to workflow>>click on action-Update>>It gives you a drop down to select records/fields to be updates....so, first you select Update-Agency 1

    and then you select Update -Agency 2

    8255.1.PNG

  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    are you saying have agency 1 and 2 in the same record in the answers table

    I think the lookup just does not know which one to update I am not sure how to make them unique

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: understanding of relationships to successfully update related records

    Might be both Agency 1 & Agency 2 are same in the case you selected, please cross check

    Also, when you update it on workflow, you will see there are two selections available under update-action

    Update-Agency 1

    Update-Agency 2

  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    remember agency 1 and 2 are separate entries each in the answers table

  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    your very close

    the first part you are right   now based on the lookups I take those answers and store in a separate entity  a separate record each  

    there is the agency entity and then the answers custom entity and answers contains a separate record for the specific case so if both agencies are selected both answers go in the answers entity as a separate record

    so if someone changes the agencies from the case entity I am trying to go the answers and update both agency records related to the case

    I am updating the record but it is the agency 2 always

  • PS Profile Picture
    PS 23,577 on at
    RE: understanding of relationships to successfully update related records

    I will tell u what I understood...

    On case form 2 lookups for a custom entity call Agency

    Lookup 1 will contain Agency 1

    Lookup 2 will contain Agency 2

    Now based these lookups you create a third record via workflow and you want to update both case (lookup 3) and the new record Agency 3 with case lookup

    is that what you want or something else?

  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    I am updating that third table

  • Community Member Profile Picture
    Community Member on at
    RE: understanding of relationships to successfully update related records

    ok remember I have a case with two lookups agency 1 and agency 2  pointing to two different entities, now when the case is created   I take the result selected out of the lookups and store in a 3rd table a separate record each

    if agency 1 contains data create record

    if agency 2 contains data create record

    now I am going to update them

    the 3rd table has the case lookup the agency and the case number

    because of 2 records exist of the same case the last record is updated

  • PS Profile Picture
    PS 23,577 on at
    RE: understanding of relationships to successfully update related records

    Please elaborate

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