Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Perform action on mult...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Perform action on multiple records in a view with user input

(0) ShareShare
ReportReport
Posted on by Alan O Keeffe 100

I would like to be able to select many items from a View and then prompt the user for input (lookup to users).  Once user is selected I want to run a workflow on all those selected records.

Basically something like the Assign process, where you can select multiple records to assign at once and then you get the user/team lookup.

Except the action I want to perform is not assign, it is custom (I want to create a related Entity record for each selected record, setting the owner of the newly created records to the selected lookup value).

How can I accomplish this? (workflow, flow, etc.)

  • Suggested answer
    Francisco Murtinheira Profile Picture
    Francisco Murtinheira on at
    RE: Perform action on multiple records in a view with user input

    Hello Alan,

    In order to get user input, you can use a Dialog Process. Then you can call workflow actions such as "create record" and map the owner of the record during this create step.

    docs.microsoft.com/.../actions-dialogs

    Keep in mind that when you select a list of records, and press the "Run Workflow" button to run a process. You are actually running your process against every record you selected. So your logic should take that into account.

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

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Siv Sagar Profile Picture

Siv Sagar 149 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 57

#3
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 53 Super User 2025 Season 1

Overall leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans