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I am trying to update values of a child entity from a parent entity ( statusreason value from opportunity)
If the statusreason value of opportunity is ____
update another status field in the child entity (which is a custom entity) as ______
I couldn't do using workflow because my custom entity is not displayed in the related entities list.
I didn't use microsoft flow because i don't want to trigger the opportunity entity every time someone changes the opportunity form.
Please suggest me best solution or any sample code.
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You can write a plugin that trigger on Set state (Status Change) of opportunity.
You also can go for custom workflow assembly.
Hi,
The best solution is to go with the custom plugins.
There is another approach by using a workflow. However, we don't recommend this but if you don't have any expertise in plugins then you can go with this approach.
Create a workflow on the child entity
Workflow steps
Description
The workflow will run on the creation of the child records and wait until parent entity status change.
It will perform the required functionality and wait again for the next update.
Disadvantages
If you have many child records then system jobs will slow down gradually. The number of waiting jobs will affect system performance.
If found useful, please mark this answer as verified.
You required custom implementation
Source Code: github.com/.../Dynamics365v8
Instructions: github.com/.../Update%20Child%20Records.md
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