workflow to compare value on case and customer

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Posted on by JO-30091535-0

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Is it possible to create a workflow on the email entity with a condition to compare a value on the regarding case, with a value on the contact/account to which the case belongs to? Both (the case and contact/account entity) have a lookup to a specific entity. I would like to check whether the two values are the same prior to sending the email.

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StefanS365 3,575 Most Valuable Professional on at

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Hi Joe,

With (one of) the following custom workflow activities you might be able to get the values to compare:

kaskelasolutions.com/current-query-get-results

github.com/.../Query%20Values%20Step.md

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JO-30091535-0 238 on at

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I forgot about workflow tools i actually have it installed. So Query Value seems like a good option, but i cant seem to figure out what values I need to provide (unless Query Value doesnt work with lookup fields), i tried many combinations. So as mentioned, im looking to retrieve a value from a lookup field from the contact that's the recipient. The contact entity has a lookup field to a custom entity. I would like to retrieve the value of that field for the recipient(s) in the "To" of the email. For example, lets assume the custom lookup field is called "new_color", and the value can be either Blue or Green. I would like to run this query, and in the next step, have a condition based on the retrieved value (If Blue Then.. If Green then..). The config below doesn't return anything. Any other value i tried for Filter/ValueAttribute2 fails with an error.

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RaviKashyap 55,410 Moderator on at

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Hi,

The field "To" is not a lookup field, it is a party list and can contain multiple values. so I don't think you can use this tool. For example, you can send the email to 2 contacts and one can have Blue color whereas other can have Green :)

You may be able to write some javascript/ web api to get the required field values and the chek/add your business logic.

Hope this helps.

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StefanS365 3,575 Most Valuable Professional on at

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Here is the same suggestion that seems to work:

community.dynamics.com/.../101933

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StefanS365 3,575 Most Valuable Professional on at

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Hi Joe,

Microsoft Flow might be of help here.

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