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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Update Child record owner from ondemand workflow

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Hello,

I have child record on that there is lookup field when a value changed on lookup field then selected record owner of lookup should get updated to child record.

how to implement this in ondemand work flow?

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi krishna,

    First of all, your requirement states that you want to start the workflow when the lookup field is changed, then this is not an on-demand workflow, just a normal workflow.

    Do you want to update the owner of the child record according to the owner of the record in the lookup field?

    If so, I will use Account and Contact as examples.

    There is an account lookup field 'Company Name' on the contact form. So the owner of the contact needs to become the owner of the account in the lookup field 'Company Name'.

    pastedimage1574928337082v1.png

    Create a new workflow. Select Scope as Organization, select Start when as Record fields change. Select the lookup field.

    pastedimage1574928555261v2.png    pastedimage1574928928313v3.png

    Add a step 'Assign Record', select entity as Contact, click Set Properties. In the Form Assistant, select the entity of lookup field and Owner, add it to the Value.

    pastedimage1574929112788v4.png

    Activate this workflow.

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