How to update a field value when record is created for any entity?

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Hi,

I want to update a field value when record is created. I know it is possible using Process --> Workflow. But it is for specific entity.

This process is for single entity.

Step-1: Create Process --> Workflow. Set it "Record is created".

0334.Workflow.png

Step-2: Using Plugin Registration Tool, add an assembly and add steps of "Create" and specify Entity.

7776.Workflow2.png

Above method is only work when record create for Account entity. I want to make it general.

I want to call my code on create of record of any entity or the entities I select. I should also get context of record, so I can perform any action on record creation.

Can anybody please guide me how to achieve?

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Community Member on at

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RE: How to update a field value when record is created for any entity?

Okay! Thank you.

Let me see which one help me out here.

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RE: How to update a field value when record is created for any entity?

Hi,

As suggested by Prateek, you can write a plugin on create of entity record on pre-event which will avoid update call. In create call itself you can set the value for the respective attributes. You can a check if the entity contains that attribute or not. Register step for each required entity. Else you can also register this plugin with none entity which will execute for each and every entity in system and may hamper the performance.

[If you find any helpful answer(s) of your question, please mark the answer(s) as verified answer(s).]

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RE: How to update a field value when record is created for any entity?

Sorry but I am bit confuse here. I know plugin. But even using plugin, I need to register for each entity. I don't want to register for each entity.

Is there any other way or there is any other possibility using plugin or workflow?

The main goal is to call plugin on create record of any entity of CRM solution.

Please guide me.

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prt33k 6,907 on at

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RE: How to update a field value when record is created for any entity?

You need to create workflow or plugin for all those entities on which Update is required. CRM doesnt provide a way to run a common code on all entities since every entity has a different structure.

Since in your case I assume that there will be common set of field in all the entities - i think creating a plugin will be much better since you can register the same plugin on create event of multiple entity without duplicating the code.

Register the plugin on pre-event - this will prevent the unnecessary Update call .

Thanks,

Prateek

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