Bug CRM Workflow - Unable to Set Properties on the Multiple Entity Forms in a Workflow Editor.

(0) Share

Report

Posted on by awad

Hi Team,

I have two Forms for a Case Entity in CRM,

I was trying to update the field values based on some conditions but what i found its, I can just Set Properties for only default form. I am not getting the options to select multiple forms in the Workflow Step. As i have two different Forms and each form has different fields . I have a work around to add the fields in the default form and visible false and set the properties. But posted here to know if we have a direct solution for this or is it a limitation from Dynamics CRM.

Thanks & Regards,

Awad.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi,

from my point of view it was always the case. You always needed to add the fields on your default form in order to have access to it in your workflow customization.

Best

Was this reply helpful? Yes No
Verified answer

Somesh2207 1,563 on at

Like (0)

Report
Copy link

Link copied!

Hi Awad,

Guillaume Domont is correct. The workflow will show the default form.

However, all the fields which are not part of the form are available in the form (in workflow editor) under Additional Parameters section.

So you can set the value of the field in the Additional Parameters. Refer screenshot below:

Please mark this as answer if it solves your query/ problem.

Thanks

Somesh Siripuram

Sr CRM Consultant

GitHub| LinkedIn profile | Blog

Was this reply helpful? Yes No
awad on at

Like (0)

Report
Copy link

Link copied!

Thanks.!!

Was this reply helpful? Yes No