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Microsoft Dynamics CRM (Archived)

create record before cancellation of record import

Posted on by 155

I want to prevent the users from updating the option set value to null for a record while doing an excel import and also notify them of their error. I believe the best way to do this is using a real-time workflow to cancel the operation which works fine in stopping the import. However this appears to be also rolling back the create of a notification done before that hence making it difficult to create a notification for the user.

Any ideas would be appreciated.

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  • Verified answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: create record before cancellation of record import

    Hi,

    Use a Pre-validate Plugin to send notification and validation which help to avoid rollback when it fails.

  • bravoss Profile Picture
    bravoss 155 on at
    RE: create record before cancellation of record import

    Hi Goutam,

    Thanks for replying but converting real time workflow to background does not stop the import of the record which then blanks the Optionset. The notification creation however does work. I need both to happen ie cancel import and also notification to be created.

    I have also tried couple of other things like starting async child workflow to create notification from real time but that gets cancelled as well .

  • gdas Profile Picture
    gdas 50,085 on at
    RE: create record before cancellation of record import

    Hi ,

    You can try to convert real time workflow to background workflow . In addition try to create a child workflow to create notification.

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