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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow to populate O...
Microsoft Dynamics CRM (Archived)

Workflow to populate Opportunity ID

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Posted on by Community Member

Hi, 

I'm trying to make a unique ID for opportunities. I found this tutorial online that piggybacks on the unique ID generated for Orders. Since our company won't be using that module it's ok. 

Instructions here:

https://blogs.msdn.microsoft.com/mvpawardprogram/2012/10/01/mvp-monday-generating-unique-ids-for-any-microsoft-dynamics-crm-2011-entity/

When an opportunity is created the workflow is supposed to trigger this:

1) create Order w/ order ID

2) update 'opportunity ID field' with 'Order ID'

3) close Order

I got the workflow to partially work. It does step 1 & 3, creates an order and cancels it, but nothing is updating in my Opportunity form. I have a text field for where my Opportunity ID should go, but it remains an editable field.

I tried testing it by entering some dummy text in other fields, but nothing populated.

Why isn't anything auto-populating even in my tests?

Any suggestions how to get this workflow to work correctly?

Thanks

*This post is locked for comments

I have the same question (0)
  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    Can you include a pic of your workflow and the update properties?

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Hi Aiden,

    Here's the workflow I made

    6281.Image2.png


    step 1) in dummy value I have 

    Opportunity ID: {Dummy default value} 

    step 2) same as in tutorial, works

    step 3) Opportunity ID: {Order ID(Create an order (Order))}6281.Image2.png

    I filled it with the field generated from the form assistant on the right.
    Let me know if I'm missing something or using the wrong properties.

    Thanks

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I spoke too soon, after saving it, closing and opening it again it updated my Opportunity ID field. I thought it would pre-populate my fields.

    I thought I checked saving and closing it before but it didn't populate. I was playing around with more settings to test, and changed it to 'as an on-demand process' when I noticed, but both versions work.

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