Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Lookup input argument for a custom workflow

Posted on by Microsoft Employee

5535405.Capture.PNG

Hi guys is possible to have any input argument which will act as a look up field on a different entity from the workflow primary entity. For example l want to be able to select a user from all the list of full names from the system as maybe say the from person and all my emails will have that user as the sender. l would like to do the same on email templates as well, so that someone can change the template from a dropdown/lookup of all contact email templates in the system. From my reading and sdk- l saw only optionset data type can act as a picklist and l thot myb creating any entity with fields like user from and email template and then do extra work to populate those fields with data.Please help if you have any idea.  l wish if something like below will be possible an d in those selecting te user and template using template title

5535405.Capture.PNG

*This post is locked for comments

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Lookup input argument for a custom workflow

    Hello,

    Unfortunately at the moment there is no way of doing that in Custom Workflow Activities.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans