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Is it possible to cancel a customer's "Active" order when a case (a customer case called a "cancellation" ) is resolved. Any case type really that is simply an example
I figure it's not possible as the account to Orders relationship is one-to-many?
How would the workflow know which order to cancel assuming there is more than one on any given account.
Many thanks
David
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Hi David,
If the roadblock is that the relationship is one to many, you can get around that using a free 3rd party tool at www.gapconsulting.co.uk/.../workflow-essentials
The idea is you have the main workflow run on the case record, and a second workflow that runs on the sales order. The sales order workflow would check to see if the order is active (and maybe related to a case that's resolved or something), and deactivate it.
In the main workflow, you do whatever checks you want and if you want to cancel the orders you would call the custom workflow step called DistributeOneToMany. You pass in the name of the relationship (to the order), and the workflow you want it to run (the second workflow). The assembly will then run the workflow on all related records in that relationship.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Thanks,
Aiden
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