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Hi,
I have the following request I'm not sure how to implement it right. I would like to set up a field in account which shows me the number of days that past from the last contact created that is associated to this account.
Does anyone have an idea how to implement this?
thanks
Hi,
You can achieve this functionality as follows:
1. Create a two option set on contact, say "New Contact added?" (default = No)
2. write a workflow that will set the counter on the account as 0
2. You need to write another custom workflow called on create of contact where you have to check if New Contact added = No then wait for
1day and increment the counter on the account by 1 and in your custom workflow set all the contact associate to that account as New Contact added? = Yes except for the current record and call this as the child process.
Hi Mihir,
exactly what I tried to do but without success.
I created a workflow which runs after contact created and it's supposed to update the related account with data create of the contact unfortunately the WF fails - reason "Cannot find record to be updated":
Plugin Trace: [Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.UpdateEntity] [UpdateStep1] Error Message: Unhandled Exception: Microsoft.Crm.CrmException: Cannot find record to be updated at Microsoft.Crm.Workflow.Services.UpdateActivityService.Execute(ActivityContext executionContext, UpdateEntity updateEntity) at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
Hi,
One option is to create a field on the Account called "Last Contact created" - a date field.
Update the date field every time a contact is created for the Account.
Than you can have a calculated field on the Account form to calculate and show the # of days since the last contact was created on the Account.
Hope this helps.
Use a Plugin to calculate the Days and Update it in the required field. Plugin can trigger on Update of the record.
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