Saturday, March 24, 2012 2:36 PM
i am tring to make a workflow for creating appoinments but i have a prob i have to get the dates for the appoinemts dates from another entity and adds days and hours on that dates and then put them into appoinment work flows can any one help me out on this
Saturday, March 24, 2012 6:59 PMHi, are the appointement entity and the other entity (the one containing the date fields) related?
Saturday, March 24, 2012 11:13 PMmicrosoft crm always have task option with all the entities so i am sure the appoinment entity is related to the entity
Saturday, March 31, 2012 12:16 AM
Then create a new workflow for the appointement entity, that start on "Record is created".
Add the following Steps.
1. Update Record and open the appointment Form to modify the Start / End Time.
2. By clicking on the Start Time and End Time attributes on the Form, you can put dynamics values (see on the right) where you can select which dynamics field will populate those date (you can chose the dynamic fields from all the related Entity of the Appointement Entity).
3. You can even set the dynamic value of the date to be before of after a certain number of months/days/hours/minutes.
Hope it helps.