Dynamics Community Forum Thread Details

How to create workflow that will update all associated records?

I have an Account and a Company entity. I have a field on both entities called "ABC".

When I am on the Account record, I can only add existing Company records (can't add new which is what I wanted).

On the Company record, I have a field called, "Account" (So that is all they tie together)

When the Account field gets filled in on the Company record, I need the value of ABC that is on the Account record to update the ABC on the Company record. I then also need that if at any time the ABC field on the Account record gets updated that all associated Company records the ABC field gets updated with the new value from the Account record.

How can I do this via workflow?

Categories:

Customization / Solutions / SDK and API

Dynamics 365 Administration

Hi USA80,

Based on your description, the Account(Parent) and the Company(Child) entity is 1:N relationship.

1."When the Account field gets filled in on the Company record, I need the value of ABC that is on the Account record to update the ABC on the Company record. "

Populate fields of child records with value from the parent record--create the workflow on child entity(Company).

2."I then also need that if at any time the ABC field on the Account record gets updated that all associated Company records the ABC field gets updated with the new value from the Account record."

Update fields of child records when fields of the parent record has changed--create the workflow on parent entity(Account).

But there is no OOB step for updating multiple child records from a parent record, you need download 'Dynamics-365-Workflow-Tools' solution, which includes one tool--Update Child Records:

Download solution:

GitHub - demianrasko/Dynamics-365-Workflow-Tools: Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.

Update Child Records tool:

Dynamics-365-Workflow-Tools/Update Child Records.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub