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Microsoft Dynamics CRM (Archived)

Workflow/Advanced Find_Looking Across other Entities - CRM 2013 on Premise

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UserManager.PNG

Seen Above is simplified Diagram of what I'm currently working with. It's not too complicated as far as the design goes. However, the problem I have ran into is that we don't currently have an automated way to deactivate records for User_Managers. Essentially any time either the SystemUser(owner) or SystemUser(User) is deactivated  any and all User_Manager records containing them should also be deactivated.

So the first step in this is see what records  currently need to be deactivated according to the logic I have defined above. This task is super simple with T-SQL. However, with Fetch XML using the Advanced find functionality proves to be more complicated.

AdvancedFind_5F00_userManager.png

As seen above an error is generated because it thinks you are trying to use the or function across two different entities.  Is there a way to do this?

Another thing that I tried was to set up a view of the UserManager Records that had the Status Columns of the two different references then I could just filter for disabled for the Owning User or User then I would be able to at the very least be able to run an on demand workflow across these. However, Status isn't available to be added to the view.

Aside from issues with advanced find functionality here I'm beginning to get skeptic to a workflow that I would like to be triggered by they SystemUser Status change. The reason for my skepticism is because of the one to many relationship.  I have seen workflows that are able to change across other entities when it only has one record to change.  Is there a way for a workflow to do this?

I know that a plugin is capable of doing some of these things however I don't want to do a plugin unless absolutely necessary.  So my initial and final question here is, is it possible to use the configurable workflow and advanced find functionality to achieve what I am trying to do here?

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Workflow/Advanced Find_Looking Across other Entities - CRM 2013 on Premise

    There's no way to make Advanced Find do what you want, but I see no reason why two Advanced Finds wouldn't solve your problems.  slightly slower, but not by much.  

    To make a workflows iterate through records, you would need to install a custom workflow step that iterates through child records.  That' possible, but not with how workflows work out of the box.  

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