How to get the value of the parent record when child record loads?

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Posted on by USA80

Hello,

On the Opportunity entity, I have a field called, "Status For Sales Commissions" and I want the value of this field to be carried over to the child entity. There I have a field called, "Opportunity Status Field." I can get the value to come over when I create a new child record from the Opportunity record, but when I update the Stat For Sales Commissions field on the Opportunity record and go back into my existing record on the child entity, the Opportunity Status Field isn't getting updated. What is the best way to get this to update correctly?

Thank you.

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USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

I solved this other issue by using the Change status in the workflow rather than update record. Thank you.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

Here is what I mean: You can see that the Status Reason field is on one screen but not the other.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

This is the case. But how else could I update the true field that I need to update when it doesn't show up on the workflow screen? Hope this makes sense.
RaviKashyap 55,410 on at

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RE: How to get the value of the parent record when child record loads...

May its somehow getting updated and trigger the business rule causing the unsaved changes? try to deactivate the businee rule to confirm if this is it.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

I do have a business rule that is setting another field value. The reason I have that is because like on the Opportunity record there is a field called Status Reason. On the Sales Commissions or Sales Incentives entity, there is a field called, Status Reason. But, when you select Update record in the workflow, the Status Reason field isn't showing on the Sales Commissions/Incentives form field to tell the system to update the value. It is on the form itself, just not when you look under the workflow.
RaviKashyap 55,410 on at

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RE: How to get the value of the parent record when child record loads...

I don't think unsaved changes has anything to do with workflow as workflow runs on server side whereas unsaved changes appears due to ui changes. It is possible that based on the values changed by workflow, some JavaScript or Business rule is changing the value of the field hence crm is showing unsaved changes.

If you run developer tool (12), you can execute "Xrm.Page.data.entity.getDataXml();" which will give you the exact data which crm is thing hs changed, based on that you can find the related js or business rule.

www.inogic.com/.../identify-dirty-fields-on-microsoft-dynamics-crm-form

Hope this helps.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

One more thing I just noticed....when the workflow runs, it makes the changes correctly on the child entity, but then it says unsaved changes. I do I get it to save those changes automatically. So if I run a report, I want to see the correct data.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

That was it. Everything works great now. Thank you.
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RaviKashyap 55,410 on at

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RE: How to get the value of the parent record when child record loads...

Hi,

change the scope from user to organization and check if it works.
USA80 2 on at

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RE: How to get the value of the parent record when child record loads...

and here is the other workflow that the parent workflow should be kicking off.