I have a requirement , on the order entity there is a new field called integrate to GP (two options yes or No)
so if an order was made by a contact the field will be set to No
But if it was made by an account the field will be set to yet
The issue is that on the order entity the is just one look up which is potential customer and it has both account and contact.
I suggested creating two new look ups to contact and account but this will not fit the requirement.
so is it possible create a workflow that checks if the customer is a contact or an account then make a decision?
Have already tried this and its not possible,
So please how else can i achieve this, am also capable of writing plugins so what is the best way to do this
for example say
if (regardingobjectidType = "account"){ set gp value to yes } else { set gp value to no }
looking forward to suggestions.
regards.
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This should work fine also.
Thanks I have seen it now, already started with the plugins
just in case i need to do more logical things
so am looking at this
var customer = entity.GetAttributeValue<EntityReference>("customerid"); if (customer.LogicalName=="account"){ set gp value }
will this work?
other wise you are spot on
This is definitely possible. Here is screenshot that demonstrates how to do that:
Good luck!
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