Dynamics Community Forum Thread Details

How to Update related entity in Process Workflow

Hi,

Hopefully someone can help me solve this stubborn issue. I'm using a workflow to update the primary workflow entity and trying to also update a field on a related entity as well. The primary workflow entity has an N:1 relationship with the related entity. From what I've read, I should be able to update the related entity in this way, however whenever I click 'Set Properties' to set the changes to the related entity, I get an error that just says "An error has occurred." with the following:

Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support.

I'm not getting this error when updating the primary entity. What is the issue?

Thanks!

Anna

You can try these steps to update related entity in Process Workflow

Import the solution from Codeplex

Create your child entity workflow(s). In this example, create a workflow for the contact entity, check the box to run as a child workflow, uncheck the box to run on create of a record, and add your desired step.

Create the master workflow that will trigger the child workflow. In this example it would be a workflow that runs on update of the address fields.

Add a step. If you have successfully deployed the solution, you should see a new step called “DWF AG Utilities:Distribute One to Many.”

In the step properties you need to specify two values: the database name of the 1:N relationship and the child workflow you created in step 2.

Publish the workflow.

I hope these steps will be helpful to resolve your issues.

Akshay.Jadhav

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