Dynamics Community Forum Thread Details

Update Lookup Field via Query in Workflow

Good day,

I am trying to figure out a way to dynamically update a lookup field in a workflow.

An example use-case of what I mean: So we want to make things easy for our inventory manager by automatically creating Product Purchase Orders. So we check and see if quantity on hand in Product Inventory is below the reorder point, and if so we can create a new Product Purchase Order record that will replenish our inventory. The problem is now associating this Product Purchase Order to a Purchase Order, but we don't want to create a new Purchase Order every time if the PO is for the same supplier (shipping is expensive!). So the idea would be to query all POs and see if any have the same supplier (we can use the default supplier of the warehouse that needs the new inventory) and if so we add the Product Purchase Order onto that PO. If there are no matching POs with the same supplier we create a new PO. (Also we don't really care if there are a bunch of Product Purchase Orders associated to a PO that all are for the same product.)

Is a setup like this easily possible without having to write any custom code?

I was thinking something similar to the Query Values step seen in the Workflow Tools package would work for this problem. (https://msdyncrmworkflowtools.codeplex.com/) The only problem with the Query Values step is that it outputs a string and cannot be used in an Update step to update a record lookup. (Even if you try to set the lookup to a GUID string.)

Does anyone know of any workflow solution that could solve this problem?

Thanks,

BGS

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