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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Cascading Statuses in ...
Microsoft Dynamics CRM (Archived)

Cascading Statuses in CRM 2013

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Posted on by Community Member

Hi,

I would like to clarify whether it is possible to configure cascading statuses in CRM 2013 or not?

Ex. When a Parent Record is deactivated, we would like to deactivate associated child records.

Thank you in advance! Any help is highly appreciated!

 

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

    I dont think you can do this OOB . But you could use  custom workflow that available in codeplex to execute workflow on the child records when parent record gets deactivated.

    crm2011distributewf.codeplex.com

  • Community Member Profile Picture
    Community Member on at

    Anna, you can configure relationship behavior. Go to customizations, select the parent entity. Go to 1:N relationships. From the list of relationships find the relationship with the child entity you are looking for. Double click to open the relationship. Configure the "relationship behavior" in this form.

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    There is no way of doing this out of the box as Chitra says - even if you configure the cascade behaviour in the relationship.

    The only way you can do this is to create a plugin or workflow (with a custom workflow activity).

    The distributewf custom workflow activity that Chitra linked to does work well - although you need to be careful when cascading to cases/quotes/orders due to the out of the box behaviour restrictions that prevent you changing status under some circumstances (such as having open activities)

    Hope this helps

  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    For more details

    msdn.microsoft.com/.../bb955296.aspx

    community.dynamics.com/.../crm-2011-multiple-cascade-delete-part-1.aspx

    community.dynamics.com/.../crm-2011-multiple-cascade-delete-part-2.aspx

    Regards,

    Mohammad

  • Community Member Profile Picture
    Community Member on at

    Thank you Chitra!

  • Community Member Profile Picture
    Community Member on at

    Thank you Scott!

  • Community Member Profile Picture
    Community Member on at

    Thank you Sara and Mohammad for your input! However, today I am interested in cascading statuses, not relationships.

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