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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Bug CRM Workflow - Una...
Microsoft Dynamics CRM (Archived)

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

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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.

CaseScreenShot.PNG

Thanks & Regards,

Awad.

*This post is locked for comments

  • awad Profile Picture
    awad on at
    RE: Bug CRM Workflow - Unable to Set Properties on the Multiple Entity Forms in a Workflow Editor.

    Thanks.!!

  • Verified answer
    Somesh2207 Profile Picture
    Somesh2207 1,563 on at
    RE: Bug CRM Workflow - Unable to Set Properties on the Multiple Entity Forms in a Workflow Editor.

    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:

    BlogImage692017_5F00_1.png

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

    Thanks

    Somesh Siripuram

    Sr CRM Consultant

    GitHub| LinkedIn profile | Blog

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Bug CRM Workflow - Unable to Set Properties on the Multiple Entity Forms in a Workflow Editor.

    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

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