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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Triggering a Workflow ...
Microsoft Dynamics CRM (Archived)

Triggering a Workflow on change of Lookup

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Posted on by Community Member Microsoft Employee

Hello,

I have two custom entities called "address" and "construction site". On the construction entity we have a look up that allows the user to select an address (due to additional data and validation logic we have to use a separate entity for this).

Sometimes details of the address data change. In this case we open the linked address data set, change the details we need to change, and save. I would like to trigger on change of the address data a workflow on the construction entity, but it seems that using the standard onchange trigger provided by Dynamics only fires when you change the data set (i.e. choose a different address) and not if you just change details in the linked data.

Is there a simple way to achieve this behavior?

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Triggering a Workflow on change of Lookup

    Hi,

     not sure if it sounded more complicated than it should.. If it is 1:1, you can simply add a lookup to the address entity (which will be referencing the construction site). To populate that lookup automatically, you might create a workflow (For the construction site). In that workflow, whenever an address lookup is updated on the construction site, you might go to that address and populate that new construction site lookup.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Triggering a Workflow on change of Lookup

    I was afraid of that. I will give your suggestion of making this a 1:1 relationship a thought, however I'm not sure if this is feasible for day to day operations.

    Thank you for your time and reply!

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Triggering a Workflow on change of Lookup

    If you had a lookup from the address to the construction site, you might create a workflow for the address entity and, then, start a child workflow for the construction site from that workflow. However, you would need to start that child workflow for a particular construction site, so that's why you would need a lookup.

    If the relationship is, really, 1:1, then you might set that lookup when adding an address to the construction site (possibly through a worfklow.. on the update of the address lookup in the construction site entity)

    Otherwise, you may need a custom workflow activity.

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