How to replace real-time workflow that prevents record save on invalid related data?

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Posted on by RobertAndersonHunt

I have a business requirement to perform real-time (synchronous) data checking which is more complicated than a Business Rule will allow:

- If {lookup field value} in {related record} is equal to {lookup field value} in {other related record}, prevent save and alert the user.

- On save, update {lookup field value} with {lookup field value} from {related record}

- On save, check if {date in related record} is later than {date in record related to another related record} and if so, update {third related record}

We also use real-time Workflows to name many records on record creation.

Using asynchronous workflows to do this was upsetting many users who thought their changes had not taken place, so performance is not a consideration.

Since Workflows cannot be created in the PowerApps environment, and MS Flow cannot run synchronously, what is the recommended alternative? Is it form-level Javascript? If that is the case, how do we perform data checks on bulk-edited records?

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Henry J. 5,237 on at

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Hi Robert,

You can create synchronous workflows in a Common Data Service environment.
https://docs.microsoft.com/en-us/power-automate/guide-staff-through-common-tasks-processes#when-to-use-workflows

It's true that we recommend considering Power Automate flows first, but in case what you're trying to achieve isn't possible with flows (e.g. synchronous); then it's OK to consider classic workflows.

henry
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Pankaj Gogoi 3,177 on at

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Hi,

I think you can use JS to perform the check and for updating, you can use a Plugin.

Can you give more information on how you are bulk editing records?

Best Regards

PG
RobertAndersonHunt 20 on at

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Henry above has confirmed that Processes are still create-able, which fixes my immediate problem.

For bulk editing records, I'm doing it from a View.