Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Workflow for ...
Microsoft Dynamics CRM (Archived)

Create a Workflow for Status Field Change

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hey folks, I am trying to create a workflow where a Status Reason Option set from one entity (in this case, the entity name is "Case") gets copied and updated into another custom entity (something I created and has a separate form).

I can't figure it out for some reason. Basically I a current workflow setup such that when the specific status changes in the "Case" form and is saved, the workflow automatically creates a new record in the customer entity, in this case "Case History Status" that I made. It copies all the information such as case ID, name and modified date, but I can't get the Status to change in the new entity. If I change the status from my "Case" entity to something like received that is part of the option set, I want it to show "received" in the Status reason in my new custom entity. 

Hope this makes sense. 

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a Workflow for Status Field Change

    I was able to do this using field mapping and lookups.

    Summary:

    -Created a lookup field for Status Reason.

    -Created another field called "Status Reason_2" and mapped that to Status Reason from the case

    -This linked the two option sets from one entity to another

    -Went to the workflow and added it in the properties tab for the update condition and made the edit.

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Create a Workflow for Status Field Change

    Hi Jansari,

    First of all, the status reasons optionset values should be the same for Case entity and custom entity. Once the status of Case will change, add step in a workflow "Status change" and select custom entity and set the corresponding status. We will be able to help if you will share more details.

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Create a Workflow for Status Field Change

    Did you create new status reason options "Received"in your custom entity ?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a Workflow for Status Field Change

    Hey! Can you share a screenshot of the workflow? Generally, to update the status field from the workflow, you need to create a new step (Update Status) and choose the status over there.

    Hope this helps!

  • Peragin Profile Picture
    Peragin 135 on at
    RE: Create a Workflow for Status Field Change

    Hi,

    This doesn't answer your question directly but it may help, community.dynamics.com/.../tracking-the-movements-of-a-case.

    J

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans