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Customer experience | Sales, Customer Insights,...

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Making a workflow from two entities

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Posted on by Aneeqa Pervaiz

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Hello,

I have two entities: A and B. I have BPFs installed for both.

BPF A has the option of Funded? in the last stage. I want to create a workflow that when the Funded is chosen as Yes, the BPF B active stage also goes to funded. How do I do that?

Will I have to create a relationship between the two. Entity A has the entity B linked to it in the main form. That is the only relationship there is.

Thanks.

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Jomy Jose 290 on at

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Hi Aneega,

Yo can't achieve using a normal work flow. Either you have to use a custom workflow or you can register a plugin on the field change(Funded). If you are using plugin, use the below sample code for updating the stage.

Entity con= new Entity("contact");

con["stageid"] = Guid.Parse("06b48871-502e-19da-0e64-6c7dae9b2837");//completion

if (contactid!= Guid.Empty)

{

con.Id = contactid;

service.Update(con);

}

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