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ReportI don't know if it is possible but i want to update a parent record field and have a field update on the children record field automatically.
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I don't know if it is possible but i want to update a parent record field and have a field update on the children record field automatically.
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Theohox,
Have you tried this one?
crm2011distributewf.codeplex.com
bingsoft.wordpress.com/.../distribute-workflow-activity
This is easier than you create new one.
The steps:
community.dynamics.com/.../tip-169-update-related-records-with-a-workflow.aspx
There is no way unless you use custom workflow or plugin.
But, you can use the library instead of creating new one.
OOB Workflow cant work to update relate child records in CRM.
Thank you.
So, it is self-referential?
But, again the concept here Theohox, You cannot update child records (all) if field from Parent is changed.
Other way, you can change field in the Parent record if Child record field is changed before.
In your workflow, you update the entity itself, not the child.
Hope this helps.
Create a custom workflow.
Thank you.
Theohox,
You cannot modify the child records based on the parent using the OOB Workflow.
What is your trigger point?
Your parent here is the Parent Case and your child entity is Meeting Report.
But you set the field change on the Meeting Report entity, in fact the Parent Case is the one that is updated, not the Meting Report.
You need to create a custom workflow activity to distribute field from parent to all children, cannot use OOB Workflow, you can update Parent if child is updated using OOB Workflow, but not the opposite way.
Hope this can help you to understand this.
Thank you.
Theohox13,
You need to create custom workflow activity or plugin for this...
The concept is finding all children related from this entity record then get the parent field value, then update all children field value with this parent value.
There is no OOB functionality for this.
Thank you.
If I am understanding the question correctly.......big if!!
You can do this by using Business Rules
When record A is populated / selected etc...Record B or C or D is 'this'
You can also with business rules have fields become visible or hidden along with populated
Hoep this helps
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