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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow & Order...
Microsoft Dynamics CRM (Archived)

Workflow & Order's product line

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Posted on by JMdeSingular

Hi Everybody!!!

I try to create a  workflow about adding order's product line, I can't make it!

The process is the next:

When some specific fields of Account/Contact are checked, then system should create an order, and this order has a specific order's product lines depend on what Account/Contact's fields are checked ( previously mentioned).

I try to follow the instructions of workflow " first create a order, then update the order to add line product" but it doesn't work.

Can anybody help me? Any idea?

Thanks in advance

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I have the same question (0)
  • Royal King Profile Picture
    Royal King 27,686 on at

    Order product entity is not available in create step of OOB workflow. You need to create custom workflow step to add new order line item to the order that has been created in workflow step.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    And below links will help you to write custom workflow:

    msdn.microsoft.com/.../gg328515.aspx

    msdn.microsoft.com/.../gg334455.aspx

    You can also download latest CRM SDK and check for sample code there.

    Thanks

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    Be careful though because the reason you can't update the product line is that out can cause dead locking and race conditions. The is because there product lines are updated though many system update triggers.

  • JMdeSingular Profile Picture
    JMdeSingular on at

    Hi Scott Can you explain that with more details? I am newer!

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Sure. When you request the order it causes the order details to be re-calculated. So if you are running a workflow that is triggered on update of the child items and then you update the parent - this will result in a recalculation of the child items and result in a race condition. This is why you cannot do it in the Workflow.

  • JMdeSingular Profile Picture
    JMdeSingular on at

    Thanks for your explanation.

    I don't know much about programming and I find it difficult to make this workflow.

    Do I have other options? Another ways to do that?

    I am thinking in a script that updates the product line depend on the specific fields ( this fields have been looked by account record), but this event only happens when I access to order record. So It doesn't work automatically.

    Does it make sense for you?

    Thanks again

  • Suggested answer
    Knut Eivind Handeland Profile Picture
    Knut Eivind Handeland 10 on at

    Hi Jose,

    Please try out our Create Product Line Worfklow from this link:

    http://www.cartagena.no/#!mscrm-addons/l2y55

    It will let you create Order Lines, Opportunity Lines, Quote Lines and Invoice Lines.

    Knut

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Jose,

    I know I'm late to the party, but I added this functionality to my Workflow Elements solution at https://kaskela.wordpress.com . You can now add line items to opportunity, quote, order and invoice, and convert a quote to an order and an order to an invoice. Check it out and let me know what you think or if you need it to do something else.

    Thanks!

     Aiden

  • Adapta Profile Picture
    Adapta on at

    Hi -

    Aiden, we need a workflow to add order products to an order... Does your solution do this? I downloaded it and took a look but I couldn't see that option... :(. Is it still offered..?

    Iain

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    It is, it's called 'Sales - Add Line Item'. You'll pass in the order, invoice, quote or opportunity, then details about the product to add.

    Thanks,

     Aiden

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