Dynamics Community Forum Thread Details

How to ask for user selection and pass result from Xrm.Utility.lookupObjects to Custom workflow as an input parameter

I need to create an On demand workflow that runs on selected records in a view, that

1)initializes Xrm.Utility.lookupObjects so user can select a single lookup from a different entity

2)Passes this user selection as an input parameter to the workflow.

3) The workflow simply adds this selection as an additional field for creation of similar records in another entity.

Really basically copying the selected records(less a few fields) and then adding the user selected field from a different entity to create new records in a different entity.

Any ideas appreciated. Its the user interface selection that has me stumped. Have researched combinations of actions, html, etc.. nothing coming together.

Hi,

There are few things in your requirement which is not possible.

1) You can't execute JavaScript from a workflow.

2) You can't pass entity collection (i.e. collection of records) as an input parameter to custom workflow.

You could explore an option of Ribbon button, JavaScript, Custom Action & Plugin i.e. Ribbon button which calls you javascript, which then calls the lookupObjects to load the record and then on selection, get the selected values and pass it as an imput parameter to the custom action and having a plugin registered on that custom action which accept the collection of records and then create required records.

Some helpful links:

www.inogic.com/.../show-lookup-dialog-in-dynamics-365-v9-0

community.dynamics.com/.../execute-action-with-entitycollection-parameter-using-web-api-in-dynamics-365

community.dynamics.com/.../how-to-set-entitycollection-output-parameters-in-custom-actions

Hope this helps.

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