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Microsoft Dynamics CRM (Archived)

Workflow Deployment - Configuring Fields

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Hi All,

I was wondering if there is a standard, best practices method for configuring lookup fields within a workflow when deploying the solution to another server?  I am often finding that when I move a solution from development to production, whenever I have a lookup field in my workflow that is not dynamically set (i.e. I have to explicitly set the value from a list of values from another entity), I have to reset that value in production.

For example, I have a check condition that checks to see if the value set in the field on the primary entity is equal to a specific value in another entity that contains a list of valid values (this is not an Option Set due to other business requirements, so it is a "configuration" entity that stores these different values).  When I push this workflow to production, I have to reset the check condition by clicking on the value of the "configuration" entity I'm comparing against so that the value gets refreshed.  It makes sense to me as behind the scenes the GUID of the lookup value needs to be the production GUID and not the one that came over from my development environment.

So what I was wondering was if there was any way to handle for this automatically?  I thought that maybe the CRM Package Deployer would handle for this, but I've not used it yet.  It seems to me that this would be a very common scenario and I'm missing something or not doing something properly in my deployment steps, so any help here would be appreciated.

Thanks.

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  • Suggested answer
    Royal King Profile Picture
    27,686 on at

    using Crm Package deployement tool you can automate this process where as part of the package you have to include data import for the lookup records that you are referencing.

    In the package you need to have following steps.

    1.Import the solutions

    2.Import all the configuration data ( All the lookup records referenced in the workflows)

    3. Activate the all the workflows that are in draft staus due to missing lookup records.

    If this approach does not work other approach would be after importing the solution manually import all the configuration data and activate the workflows manually.

  • Community Member Profile Picture
    on at

    Hi Chitrarasan,

    Thanks so much for your reply!  Much appreciated.

    I thought the CRM Package Deployer might help.  I'll play with it a bit.  One question on this, when deploying this using the package deployer, can the import be configured to update the values as opposed to inserting them?  I ask because I've already manually imported the data into that other entity, so with each import of the solution, I don't want to delete and reimport those values (I won't be able to due to the dependency on other records), so I'm assuming it will update or insert if the data already exists?

    Also, is there an explicit step when creating the package manager that needs to be configured to "refresh" the values in the check condition?  How does it know to use the GUIDs on the target system?  Again, each check condition would have to be updated with values that may already exist in the target "configuration" entity, so I'm curious to know how that gets resolved.

    I'm already doing that manual step, but the pain of it is that I have a workflow that has to check 15 different conditions and the target system is super slow when working remotely, so it takes a long time (i.e. waste of time).

    Thanks again for your help!

    -Dipin

  • Verified answer
    Royal King Profile Picture
    27,686 on at

    You have to include guid of the record as part of the import file and importing configuration records should be one time process.  If records are already in target system it does not makes sense to try to import same records again with guid and it will fail even if you included the checksum field as part of your data file as checksum will be different on the target system.

    If you don't want to do manually import the data you could use sdk  tool ConfigurationMigration to move data from source organization to target organization after importing the solution.

  • Community Member Profile Picture
    on at

    Ah, yes.  Your reply just sparked the lightbulb moment for me!  Totally makes sense.

    Thanks so much for your help and the quick replies.

    Dipin

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