Sign in
Microsoft.com
 
Microsoft
 
 
 
Microsoft >
> 
> 
> 
Workflow Picklits

Con risposta Workflow Picklits

  • Thursday, February 14, 2008 3:49 AM
     
     
    Sign In to Vote
    0

    V4 - Trying to create a workflow that creates another record (custom project table) when an opportunity is closed.  It seems that picklist values mapped between tables do not respect the mapping when created thru workflow (not all too surprising) but also, in workflow I can't seem to see where you can map a picklist field to equal the parent record's picklist field value.  Simple example - created a rating field in the custom (1-M) project table and tried to simply make it match the rating of the opportunity when created.  When you select that picklist, no options are presented to select other than a default value or in the field itself, selecting one of the values of the picklist.  Please tell me that i'm missing something or that this is a known bug scheduled to get fixed.

     

All Replies

  • Friday, March 07, 2008 9:01 AM
     
     
    Sign In to Vote
    0

    Hi Ray, Picklists are ultimately enums of different values. Workflow will be able to map the values provided you have matching values in *both* picklists. e.g. if you create the Opportunity Rating picklist with values 1=Rating1, 2 = Rating2, 3 = Rating3; and the add the same set (1 = Rating1 etc) to the Project.Rating picklist, you'd be able to map them using workflow.

     

    Alternatively, mapping can also be created without adding it to the workflow - by using the relationship mapping feature (Create a N:1 relationship in the Project entity - N Projects: 1 Oppty) and create additional mapping in that relationsihp to map the picklist from source (opportunity) to target (project). Note that you'll still need to create the picklist values in both attributes (and map their numbers to each other exactly). Once you create this mapping, when your workflow kicks off and the Project entity instance gets created, it will automatically use the opportunity.rating value and set the project.rating value.

     

    Hope this helps.

     

    Thanks,

    Manisha

     
  • Tuesday, March 18, 2008 8:06 PM
     
     
    Sign In to Vote
    0

    Hi Ray,

     

    I am having the same issue....create a custom record when opportunity is closed, everything maps over fine except for the picklist.  Did you manage to get this issue resolved?

     

    -James

     
  • Saturday, March 29, 2008 2:40 AM
     
     Answered
    Sign In to Vote
    0
    Microsoft has confirmed that this is a bug and is working on a hotfix