update field with new account owner on a custom entity form (project) when the owner of an account changes

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Posted on by Leoker

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hi everybody,

we have a custom entity called Project,
the Project-form contains a field called "accountmanager",
this field contains the name of the owner of the account related to the project
when the account owner (accountmanager) changes we would like to have the field on the project form automatically updated as well
(with the new accountmanager)

we do have a workflow which updates that specific field with the accountmanager name when a new project is created
but i cannot to find a way to update the field when the project is already there and when meanwhile the related account changes of owner
does any of you know how to fix this?

many thanks in advance for your suggestions
best regards, leo

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Mahendar Pal 45,095 on at

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RE: update field with new account owner on a custom entity form (project) when the owner of an account changes

Hi Leoker,

You can't do this using workflow as you need to query existing projects, because there could be many projects for that account manager. you can do this using JS/plugin/custom workflow.

Thanks

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Mahadeo Matre 17,021 on at

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RE: update field with new account owner on a custom entity form (project) when the owner of an account changes

Hi,

Looks like you have workflow on Project Creation which will update accountmanager from account.

Create another workflow on account entity, and execute this workflow on update of owner, and then you can able to update project entity.

If there are many projects related to single account, then either you need to write custom workflow activity, which will get all related projects and update account manager or some third party tools like

crm2011distributewf.codeplex.com

crmtipoftheday.com/.../update-related-records-with-a-workflow

Hope this will help..

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Nithya Gopinath 17,078 on at

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RE: update field with new account owner on a custom entity form (project) when the owner of an account changes

Hi Leoker,

You can write workflows to retrieve the data from the related entity.

See: www.powerobjects.com/.../retrieving-data-from-a-related-entity-crm-2013

You could also write Javascript to achieve the same.

See: thecrmwiz.com/.../retrieve-lookup-value-from-related-entity

Hope this helps.

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Alagunellaikumar 6,212 on at

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RE: update field with new account owner on a custom entity form (project) when the owner of an account changes

Hi

You have to either do javascript or plugin or custom workflow

davecorun.com/.../crm-2011retrieve-plugin

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