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Microsoft Dynamics CRM (Archived)

Entities not Appearing in Process Steps

Posted on by Microsoft Employee

Hello,

I am trying to create an entity using a process. The entity I would like to create is not showing in the list. For instance, I would like have the process create a new contract line when the contract has a specific "contract type". Screen shots below.

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  • Verified answer
    Pitipe Profile Picture
    Pitipe 686 on at
    RE: Entities not Appearing in Process Steps

    Sorry not an amazingly helpful answer but there was a article a few months ago asking the same and you cant do it.

    I was looking at the out of the box actions to see if there was a way to do using them, they had the ability to do a quote line I believe but not the contract so that's not going to help, I tried making my own action to do it which may be a way forward but was not having perfect results with that but, it may be worth exploring.

    Otherwise, do you specifically want to use the OOB Contract Line? Otherwise you could create a custom entity to hold the same information then problem solved you will be able to do via your workflow.

  • Suggested answer
    SCV Profile Picture
    SCV 1,004 on at
    RE: Entities not Appearing in Process Steps

    Have you renamed the Contract Line to something else??

  • Suggested answer
    AndrewLy365lyf Profile Picture
    AndrewLy365lyf 1,356 Most Valuable Professional on at
    RE: Entities not Appearing in Process Steps

    This might sound silly, but have you "published all changes"?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Entities not Appearing in Process Steps

    Screenshot-_2800_4_2900_.png

    Screenshot

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