Dynamics Community Forum Thread Details

Setting workflow for work order

Hi all,

I want to set a background workflow to update the work order type field in the work order entity according to a field value in the related order entity.

Please advice.

Categories:

Work Order

Hi,

In this term, Work Order is Primary entity of the Order or Order is the primary entity of the Work Order?

Because the standard workflow can only afford if Order and Work Order in your case is N:1.

What I want to say is your Order and Work Order, 1 Order can have multiple Work Orders or 1 Work Order (as primary work order) can have Multiple Orders?

The standard workflow only can afford if an entity record is triggered to run the workflow, then will update the related record (parent record), it doesn't support if parent record updated, then will update all of the child records.

For example, Work Order A has Order A-1, Order A-2, and Order A-3

You have types in Order:

-Product

-Service

-Support

Let's say Order A-1 type = Service, then the Work Order A type should be Service?

Then create new Order A-2 type = Support, then will update the Work Order A type to Support,

and you update the Order A-3 to Product, so final type of the Work Order A is Product?

If that is your case, you can use Workflow, easier.

Steps:

1. Create a workflow on entity: Order.

2. Trigger when field: Type (on Order) is updated (and onCreate, if you need this)

3. Add action in workflow steps:

-Update the Work Order type field, select the value from the related entity Order, then select Order type, set the Work Order type to the selected Order type field.

*But, if the Type fields are Option Set, you need to create a global option Set, because if not, workflow will not support this.

Hope it makes sense.

BR,

Judy

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Appreciate to Mark as Answer if it helps.

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