Field Mapping

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Posted on by PS10

Hi,

Created new Field mapping for a two option set field between Lead->Contact.

Problem is that for existing records it is not going to work since all Lead records are inactive and do not carry any default value and hence all existing contacts value is blank as well and is prompting to save the record.

Is there a quick way to default and save all these existing contact records with the right value.

Thanks,

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LuHao 40,888 on at

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RE: Field Mapping

Hi partner,

On your second question.

Yes, if the field is set to read-only on the form, it will not allow updates in th workflow.

So I would recommend you first remove this field form the form, then run the on-demand workflow for records of the view, finally add this field back on the form after successful execution.

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LuHao 40,888 on at

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RE: Field Mapping

Hi partner,

I would recommend you post both issues as separate threads.

This will allow other experts to participate in the discussiona and it will also facilitate forum users to navigate to precise threads.

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PS10 8 on at

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RE: Field Mapping

Hi,

I was doing import/Export to solve the issue but your solution is better and easier, but i was hoping that using your solution it will also help me with the below two related issues:

1)Since this mapping field is expected to have a value, all existing Contact records are showing unsaved changes and after clicking save one time record works just fine as expected, but ideally when i am updating this option set all records should remain in saved state. Is there a way to bulk save these records?

2) Workflow is not allowing me to update the option set which is read only on the form, is that a restriction? If yes, then i will have to go back to my import method for this two option set field.

Thanks,

PS

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LuHao 40,888 on at

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RE: Field Mapping

Hi partner,

We will use the on-demand workflow and the "Bulk Workflow Execution" tool of XrmToolBox to update contacts in bulk.

First refer to these two documents to know how to create a workflow.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

https://crmbook.powerobjects.com/system-administration/processes/workflows/

Create such a workflow.

Check As an on-demand process, select Scope as Organization. Add Step: Update Record.

Select Update: Contact. Click Set Properties.

First select a value of two option set field, then at Form Assistant, select Originating Lead (Lead), then select lead's two option set field, then OK.

Activate this workflow.

If there are many existing contacts that need to be updated in your environment, then we need to use the "Bulk Workflow Execution" tool of XrmToolBox to update all contacts at once.

This is the download page for XrmToolBox: https://www.xrmtoolbox.com/

After downloading and unzipping it, open XrmToolBox.exe.

Install Bulk Workflow Execution in the tool library. Connect to your D365 organization.

With Bulk Workflow Execution open, select the workflow and the contact view. Click Validate Query first, and then click Start Workflows.

In this way, all contacts in this view will be updated according to the selected workflow.

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