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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fire workflow on chang...
Microsoft Dynamics CRM (Archived)

Fire workflow on change of 1:N relationship

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Posted on by Jeroen J

Dear reader,
I'm facing a new challenge on this highly customized environment that I'm working on (2016, on premise).

There is a custom entity called Projects, which is related 1:N to systemuser. In the subgrid on the Project form, the relationship is called something like Project Team.
Now, if anyone wants to remove a user from the Project Team, a simple validation should be done before actually removing it (something like check if there are still unbooked hours that need the relationship to be active until they're really booked).

As far as I know there's no OOTB option to fire off a workflow on change of complex relationships, but obviously I don't know áll assets on the net. 
The worst limitation in this quest is that I cannot develop any custom plugins.

Any ideas or directions?

Best regards and thanks for thinking along with me,
Jeroen

*This post is locked for comments

  • Jeroen J Profile Picture
    Jeroen J on at
    RE: Fire workflow on change of 1:N relationship

    Hej,

    Thank you all for your responses. I realise that, within the boundaries that I set myself, it's not going to work. I'd love to learn how to develop a plugin like this, but I'm afraid I won't have/get time to do so.

    So, back to the drawing table or to an external developer.

    Regards,

    Jeroen

  • Verified answer
    Daniel Wikell Profile Picture
    Daniel Wikell 2,360 on at
    RE: Fire workflow on change of 1:N relationship

    Hi Jeroen

    If your relationship is truly a 1:N relationship then I gather that a user can only belong to a single project at a time. This implies that you on your user form have a lookup field to project. If this is true then you can have a workflow fire off of the change of this lookup field, since a change in the user subgrid on the project page will in reality change the project lookup on the user.

    If what you actually have is a N:N relationship (a project can have multiple users, a user can belong to multiple projects at the same time), then you would be correct in assuming that you can't create a workflow to fire upon the change. In this case your only option would be to create a plugin triggering on the Associate message.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Fire workflow on change of 1:N relationship

    Hi,

    so this is the best time for you to learn. If you wish to learn it, i am  pretty sure there is bunch of people willing to help

  • Jeroen J Profile Picture
    Jeroen J on at
    RE: Fire workflow on change of 1:N relationship

    Hi,

    good question!

    I just can't code. I'm pretty decent in configuring and customizing from the front end (up to complex javascript), but languages like c# are just a bridge too far for me.

    (even though I strongly suspect that that could be our only way out)

    Regards,

    Jeroen

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Fire workflow on change of 1:N relationship

    Hi,

    Out of curiosity , Why no plugin or custom workflow?

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