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

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Aiden Kaskela 19,696 on at

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Hi,

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

Thanks,

Aiden

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Community Member on at

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Hi Aiden,

Here's the workflow I made

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))}

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

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Community Member on at

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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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