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Microsoft Dynamics CRM (Archived)

Possible to reference a global Action for an OOB workflow?

Posted on by 3,497

Hi All!

I have created a custom Action with Entity as 'None (global)' (see screenshot below)

12545.Capture.PNG

Is it possible to use this Action in an OOB workflow?
So far, I am only able to execute Actions which have the entity selected as the same entity of the Action.

I am aware of how to execute the Action from a plugin / custom workflow / JavaScript.
Just wondering if there was no easy way to call it from the GUI designer.


Cheers

Shidin

*This post is locked for comments

  • Verified answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Possible to reference a global Action for an OOB workflow?

    You are right Alex.

    As long as the EntityReference is in there, I cannot reference it anywhere else on the GUI interface.

    As a workaround, what I intend to do now is pass the Entity name as a string parameter, along with the 'Record Dynamic URL' and use some string manipulation to get this done.

    Not pretty, but will have to make do.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Possible to reference a global Action for an OOB workflow?

    Hi,

     you should be able to use Perform Action with global actions, but it's probably that "EntityReference" parameter that's not allowing it.

    6746.12.PNG

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Possible to reference a global Action for an OOB workflow?

    Hi Shidin,

    I confirm this behavior - you will not be able to select an action with None(Global) as entity in your workflow.

    I am just not able to find any documentation related to it.

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