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Deactivate the parent record and the related active child records

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Posted on by EBMRay 873

Hello,

Upon deactivation of the parent record in a table, I want to deactivate all the child records related to the parent. as I want to set their status to Inactive.

I believe there is no OOB feature that does that and it requires a custom plugin/workflow.

What will be logic to get all child records related to the parent entity in a query from different tables and deactivate them in bulk?

pastedimage1682537112459v2.png

Can someone provide an example or documentation guidance to achieve the above?

Any help is greatly appreciated.

Best regards,

EBMRay

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Deactivate the parent record and the related active child records

    Hi EBMRay,

    If you want to deactivate all contacts related to an account whenever the account is deactivated.

    You can try this solution without having to write any code: How to cascade activate / deactivate (SetState) in CRM - Microsoft Dynamics CRM Community

    Hope this link help you!

    Best Regards,

    Sayen Zhang

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Deactivate the parent record and the related active child records

    Hello,

    If you're ok with Async processing I would say the easiest way to design the Power Automate flow. You can see a good example here - carinaclaesson.com/.../

    If you want this to happen in a sync way you will have to use a plugin - himbap.com/.../

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