crm2015u1: Workflow: Howto set a lookup with textvalue RRS feed

  • Question

  • Hi,

    i have 2 order fields in an entity. One is a lookup, the other a textfield.

    Now i will "try" to find a record in lookup, with has the number ot the textfield.

    In the workflow, if i wanna set a field to insert in the lookupfield by clicking into the lookup, at the right side there is no textvalue available to choose.

    How can i realize this?

    THX, Greets PeB

    Wednesday, July 29, 2015 11:18 AM

All replies

  • Hi,
       In Workflow you can set only same field type values. example If you want to set lookup field value, you can only select the lookup field from right side you can't select other fields example text, optionset values as a dynamic values.

      If you want to set lookup field value based on the textbox value, use Custom code(Javascript, Plugin,custom workflow) to achieve this.

    Note: Before you select value from right side click on the form field (Left side) which you want set the value.

    • Edited by Gugan A Wednesday, July 29, 2015 12:41 PM
    Wednesday, July 29, 2015 12:27 PM