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Microsoft Dynamics CRM (Archived)

Append one record to another in a workflow

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Subject line says most of what needs saying. Scenario is that I have two custom entities, Entity X and Entity Y. I've created an N:N relationship between them. Now I need to create a workflow such that, when any record of Entity X meets a certain criterion, a certain record of Entity Y will be appended to it. Cannot see how to to get the workflow to append the one record to the other. Any help will be appreciated.

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  • Verified answer
    PS Profile Picture
    23,577 on at

    You can't process n to n relationship updates via oob workflows

  • Verified answer
    PS Profile Picture
    23,577 on at

    This is how you can achieve it programmatically

    www.google.com.au/.../amp

  • Community Member Profile Picture
    on at

    Thank you!

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