Lookup Values RRS feed

  • Question

  • CRM2013 Accounts Form

    I have a lookup field to a custom entity DirectDebit, and a two option field DD.

    I need some guidance in setting up a workflow / process so when a record is created ;

    if DD = yes show the  DirectDebit lookup field to select an existing active record  or add a new one.

    When a record is updated,

    if D = no, hide the Directdebit lookup field , clear the lookup value and set the associated record in the direct debit Entity to inactive.

    Dont ask me .. i dont know

    Monday, May 5, 2014 4:15 PM