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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Access parent of patent record using workflow

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Posted on by 35

Hi all

I want to access to parent of parent record using workflow 

Is there any way?any tools?

  • Lixzh Profile Picture
    on at
    RE: Access parent of patent record using workflow

    Yes, I agree with Andrew Butenko, this method works.

  • Blackvash Profile Picture
    35 on at
    RE: Access parent of patent record using workflow

    Thanks a lot

  • Blackvash Profile Picture
    35 on at
    RE: Access parent of patent record using workflow

    Thank you very very very much.It's so useful.

  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Access parent of patent record using workflow

    Hello,

    There is a way on how you can access that data without development with the help of actions. Here is what you can do:

    Let's say that parent of parent type of entity is "Entity".

    1. Create a global action that has 1 input with EntityReference type that points to "Entity" and one output of EntityReference type that points to "Entity".

    2.  Add the logic to your action that copies value from input to output.

    3. Save an publish that action.

    4. Inside your workflow call that new action and pass to input parent of parent - you can reach that lookup for sure.

    5. After message is called you get an access to record of parent of parent with all of the fields.

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