Perform action on multiple records in a view with user input

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Posted on by Alan O Keeffe

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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.)

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Francisco Murtinheira on at

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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.