Dynamics Community Forum Thread Details

Workflow on Merged Records

Hi,

We have merged couple of records (accounts) in Dynamics CRM. This event has marked the status reason to Inactive and has updated the MasterId and Merged flag.

We have created a new On-demand workflow to update the status reason of these records from Inactive to Merged. Attached is the screenshot of the workflow.

The workflow is updating the status reason correctly which helps us in differentiating the merged records from deactivated ones. But the problem is, after the workflow is executed, masterid is updated back to NULL and Merged flag is set to 0. I guess, since the workflow is updating the status reason, the system considers it as a DEACTIVATE event rather than MERGE.

Is there a way to avoid this?

Appreciate your help!

Cheers

Categories:

Accounts or Contacts

This is an OOB behavior, i.e. when you try to change the status reason of deactivated account, it will clear both the field “masterid” and “merged” using an OOB workflow.

Now simpler approach will be to change the default status reason of Status Reason field to “Merged” as when a merge event gets triggered it will select the default status reason against “Inactive” status. But using this approach may also affect normal deactivated accounts as well so using this approach is not feasible.

So writing a plugin on merge message can retain the value of masterid and merged flag.

Here is the sample code for the same.

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference)

{

EntityReference masterEntity = (EntityReference)context.InputParameters["Target"];

Guid guidSubOrdinate = (Guid)context.InputParameters["SubordinateId"];

// Get Master record information. Specify the attributes which you want to retrieve

Entity entMasterAccount = service.Retrieve("account", masterEntity.Id,new ColumnSet("name","accountid"));

// Get Subordinate record information. Specify the attributes which you want to retrieve

Entity entSubOrdinateAccount = service.Retrieve("account", guidSubOrdinate, new ColumnSet(new string[] { "statecode", "statuscode", "merged", "masterid" }));

if(entSubOrdinateAccount!=null)

{

Entity mergedAcc = new Entity(entSubOrdinateAccount.LogicalName, entSubOrdinateAccount.Id);

//Change Status Reason

if(entSubOrdinateAccount.Contains("statuscode") && entSubOrdinateAccount["statuscode"]!=null)

{

mergedAcc["statuscode"] = new OptionSetValue(100000000);

}

//Re-Set Master Id

if(entSubOrdinateAccount.Contains("masterid") && entSubOrdinateAccount["masterid"]!=null)

{

mergedAcc["masterid"] = new EntityReference(entMasterAccount.LogicalName, entMasterAccount.Id);