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Microsoft Dynamics CRM (Archived)

Triggering a workflow upon import

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Hi, I have 4 fields in our opportunity entity that I was using as calculated fields and populating based on other field values within the same (or a related) table.   Limitations on the number of calculated fields we can have is forcing a different approach, so we are creating a new simple field for each value to replace the calculated field.  It seems that a workflow would achieve the same thing.  It is two simple If-then-else  processes that set the field values of the 4 fields. 

The workflow logic is straightforward, but I don't know how to automatically trigger the workflow when new records are imported en masse. 

Since we are changing the field to a new simple field, I will also need to either run the work flow on all 37K records currently in the table, or export and import with the revised fields populated.  Any help on making this easier with the 10K export record limit would be appreciated as well. 

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  • Community Member Profile Picture
    on at

    Hi Dave,


    For a Real- Time Workflow, the trigger when importing records is "When Record is Created" but in your scenario might not be the answer.

    You could make the Workflow as OnDemand and run it on your records, possibly in an Advanced Find view where you might be able to run it on more record at once.

    For increasing the Export limit above 10k there are a few ways referenced online, including a Tool. However, we do not recommend them, being unsupported.

  • Community Member Profile Picture
    on at

    Thanks for the response.  The "on demand" option will not work.  We are importing a large number of records in context, several hundred invoices per day.    

  • Suggested answer
    Mamatha Swamy Profile Picture
    5,426 on at

    Hi Dave,

    Use a plugin on record create to do the calculations instead of a real-time workflow. The plugin will trigger when new records are created via import.

    To populate the new fields on existing records write an on-demand workflow (for a one time use) that copies the value from calculated field to new simple field. Have to check if this is possible using default workflow, if not, a custom workflow activity should help.

    HTH!

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