Workflow: Possible to set lookup from string?

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Posted on by Bjornar Kvalvik

I have a custom entity where the customer is identified both with a unique customer id in a string-field, and resolved in a partylist-field called «Customer».

We’ve also set up a workflow that creates cases based on the mentioned records being created - but we’re unable to set the «Customer»-field on case directly - since we can’t map it against any corresponding field on the custom entity.

I’ve been experiementing with actions, hoping to find a solution there - but so far no luck.

Is this something which can be solved without developing a custom plugin? Can it be done with actions?

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Saddamk206 777 on at

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RE: Workflow: Possible to set lookup from string?

No it is not possible now.

You have to use custom workflow activity or a plugin to achieve this scenario.
Bjornar Kvalvik 55 on at

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RE: Workflow: Possible to set lookup from string?

Thank you both for the replies.

Custom plugin/workflow is the way to go then!
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gdas 50,085 on at

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RE: Workflow: Possible to set lookup from string?

Hi Bjorner,

If you don't want to write plugin you can develop Custom workflow as well.
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Mahendar Pal 45,095 on at

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RE: Workflow: Possible to set lookup from string?

No, you have to write custom code for getting customer based on the string which you can use for set customer lookup.