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Session Id :
Microsoft Dynamics CRM (Archived)

Change field from another entity via workflow

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Posted on by Microsoft Employee

Hi

I am allowed to change fields of entity "B" from entity "A" workflow but not the other way round.

How can I go about and change fields of entity "A" from entity "B" workflow?

Thank you in advance

Decio

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change field from another entity via workflow

    Decio,

    Create a 1:N  relationship between entity 'B' and 'A'. i.e create a lookup field of entity 'A' in entity 'B' form. Then in workflow click on the update step and choose the entity as 'B' in Look for section. and set the related values to be updated in entity 'A'.

    Thanks

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Change field from another entity via workflow

    Hi,

     if there is a 1:N relationship from (every B can have many related A-s), then you'll either need to develop a custom workflow activity, or you'll need to find a third-party solution. Here is an example:

    www.itaintboring.com/.../dynamics-crm-tcs-tools-user-a-workflow-to-update-related-entities

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