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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create Record in Workf...
Microsoft Dynamics CRM (Archived)

Create Record in Workflow using Javascript WebApi

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Posted on by Ricardo Rodrigues d... 694

Hello,

I have a javascrip that when a quote is lost it generates a new quotation with data from the previous quote via workflow.

I have a javascript that takes the previous Quote ID, brings the descriptions of the previous Quotes, and updates the information in the new Quotation.

So far so good, the problem is that I need to call this javascript when the workflow creates the quote, is this possible?

Thank you

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    This is not possible. You will have to use serverside approach instead - either plugin or workflow.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at

    Hi,

    You can just have a system workflow that triggers on quote status change, under steps add check condition to see if quote is lost, then create new records with current record details.

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