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Update a field with workflow (CRM 2011) RRS feed

  • Question

  • How can update a field that is not present in a entity's form, with a workflow?
    Friday, September 23, 2011 9:01 AM

Answers

  • If you browse down to the bottom of the Update form when specifying which fields that the Workflow Step should update, the last section is called 'Additional Fields' and lists all the fields which are part of the entity but not shown on the form:

    This last section gives the ability to update the 'behind-the-scenes' fields that you may need - hope that helps.


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Marked as answer by foffolo Friday, September 23, 2011 10:28 AM
    Friday, September 23, 2011 10:07 AM

All replies

  • You can add that field to the form and hide it using Javascript.
    Regards Faisal
    Friday, September 23, 2011 9:28 AM
  • If you browse down to the bottom of the Update form when specifying which fields that the Workflow Step should update, the last section is called 'Additional Fields' and lists all the fields which are part of the entity but not shown on the form:

    This last section gives the ability to update the 'behind-the-scenes' fields that you may need - hope that helps.


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Marked as answer by foffolo Friday, September 23, 2011 10:28 AM
    Friday, September 23, 2011 10:07 AM
  • In some cases the are not all the fields in the Additional Fields section. For example there is no "Scheduled Duration" field for a Task (Duration is an Actual Duration).

    Thursday, August 23, 2012 9:34 AM