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I'm trying to update a record using workflow process, is it possible to manipulate other one to many fields?
I want to be able to add records to related fields dynamically.
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Hello,
I'm trying to update a record using workflow process, is it possible to manipulate other one to many fields?
I want to be able to add records to related fields dynamically.
I dont think you can perform any actions with that UI. If it is 1:N relationship, you can create the related record using "Create" step in workflow by giving current record in the related record's lookup field.
If you want to edit existing related record, you need to go for custom activity / Power Automate (Flow) to retrieve the related record first then update.
If you just want to add records to the related child entities, you can add the Create step and populate the lookup field on the child entity with current record.
If you are trying to update an existing child record and if your environment is Dynamics 365 online, I totally recommend using flow as in the response by LuHao.
But for any reason, if you really need to use the classic workflow process (on-prem project, real-time workflow, etc.), you can install the UWT custom workflow and use Distribute Workflow to trigger the workflows in the child records.
https://github.com/AndrewButenko/UltimateWorkflowToolkit/releases
Hi Ainsley,
It's impossible with OOTB workflow, we have to use flow or custom workflow.
I recommend you use flow, because it is no code.
First "List reocrds" to search for related records, then "Apply to each" and "Update a record" to update the lookup field to the triggered record.
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