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Create Multiple Records in CRM RRS feed

  • Question

  • Hello I have the following entities with the following relationships

    A. Entity1
    -> 1:N to B
    -> 1:N to C

    B. Entity2 (FKey A) 
    -> 1:N to D
    -> N:1 to A

    C. Entity3 (FKey A)
    -> 1:N to D
    -> N:1 to A

    D. Entity4 (FKey B) & (FKey C)

    -> N:1 to B
    -> N:1 to C

    Suppose :

    I have 10 records in Entity2 (B)
    I have  5 records in Entity3 (C)

    I now have to add 50 records to Entity D

    Can I use a workflow or other process for this to create the records automatically in Entity4 (D) ?

    So whenever a record is added in Entity2 (B) or Entity3 (C) the necessary records are created in Entity4 (D) and automatically linked to Entity2 (B) en Entity3 (C)

    Many thanks

    Nour Din


    nour din

    Friday, March 21, 2014 9:16 AM

Answers

  • Oh, so you wanted it to be connected to both B and C?. That is not possible in a workflow unless that information is also on record B.


    In your case, record D is really a "home made" N:N relationship between B and C. And if I understand you right, you want all possible combinations of records in those two in entity D? (although i don't know why you would do this) 

    If so, you need to develop a custom workflow assembly or a plugin assembly who creates all those records for each record you create in table B and C.

    This is not possible without programming.


    Best Regards Jens Egil Evensen

    • Marked as answer by nour din Monday, March 24, 2014 9:29 PM
    Friday, March 21, 2014 11:13 PM

All replies

  • Yes, I believe you can.

    Create a workflow on entity B and C and use Create Record to create D.

    Then set B or C as parent in the set properties dialog.


    Best Regards Jens Egil Evensen

    Friday, March 21, 2014 1:05 PM
  • Hello Jens,

    Thanks for your answer.

    How can I create a workflow and select two entities at the same time ? I don't see this option in the process dialogue.


    nour din

    Friday, March 21, 2014 1:37 PM
  • You can not. You have to make one for each entity

    Best Regards Jens Egil Evensen

    Friday, March 21, 2014 1:49 PM
  • Sorry but I don't understand.

    nour din

    Friday, March 21, 2014 2:06 PM
  • You have to make one workflow doing this on Entity B and one on Entity C



    Best Regards Jens Egil Evensen

    Friday, March 21, 2014 2:16 PM
  • Hello, This is not possible. When I create a record in Entity D on Entity B than I need the parent record from C to film in the mandatory field which is not available. Any other suggestion?

    nour din

    Friday, March 21, 2014 8:05 PM
  • Oh, so you wanted it to be connected to both B and C?. That is not possible in a workflow unless that information is also on record B.


    In your case, record D is really a "home made" N:N relationship between B and C. And if I understand you right, you want all possible combinations of records in those two in entity D? (although i don't know why you would do this) 

    If so, you need to develop a custom workflow assembly or a plugin assembly who creates all those records for each record you create in table B and C.

    This is not possible without programming.


    Best Regards Jens Egil Evensen

    • Marked as answer by nour din Monday, March 24, 2014 9:29 PM
    Friday, March 21, 2014 11:13 PM
  • The reason why we do this is the following.

    We have people who want to follow a training (entity A).

    To follow this training they have to subscribe (entity B).

    The training consist of several days (Entity C).

    Per subscriber we want to save the information about the days that they followed : how many hours, resluts of the exam etc... (entity D), hence the reason why we need this entity.

    Is there another possibility to save this information in CRM other than creating this entity D ?


    nour din

    Saturday, March 22, 2014 9:03 AM
  • Ok,

    I ended up creating a custom workflow activity and that did the job.

    Thanks for your help.


    nour din

    Monday, March 24, 2014 9:28 PM