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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Cannot set a target when trying to create a work flow for setwordtemplate

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Posted on by 10

Good morning all, 

I am trying to auto generate a word template for my work order entity using workflow. The action i used is setwordtemplate. Please see attached for the workflow i created. For some reason, for the target I cannot find (work order(work order)) I can only find (parent work order(work order)). I believe it leads to the malfunction of my work flow, can anyone please advise where I could have made a mistake. For the work order entity, business process flow is set to yes and for other entities such as invoice, there was no problem with setting the target (invoice(invoice)).

Thank you guys I appreciate your help,

Screenshot-2022_2D00_03_2D00_08-111814.pngScreenshot-2022_2D00_03_2D00_08-111910.png

I have the same question (1)
  • Work it out Profile Picture
    10 on at

    Thanks

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    make sure you have notes enabled for the entity.

    nishantrana.me/.../

    Select WO Number from left hand dropdown.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    You can try to adjust the property with the WO Number in Work Order.

    pastedimage1646896735264v1.png

    It is actually the GUID of the Work Order. (Ref: msdyn_workorder EntityType (Microsoft.Dynamics.CRM) | Microsoft Docs)

    pastedimage1646896827297v2.png

    In Invoice entity you have exemplified, the corresponding field is named Invoice. (Ref: invoice EntityType (Microsoft.Dynamics.CRM) | Microsoft Docs)

    pastedimage1646896905065v3.png

  • Grandcheese Profile Picture
    15 on at

    Thank so much it worked

  • Grandcheese Profile Picture
    15 on at

    thanks so much it worked!

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