locked
MSCRM 2011: Delete or deactive record by using Work flow RRS feed

  • Question


  • Hi ,

    I created one system work flow
    In that I have 2 conditions

    Condition 1 = when Oprionset ( create Opportunity = Yes) on enity I'm creating record based upon my requirement.

    Condition 2 = when Oprionset ( create Opportunity = No) I want to Delete or deactivate the record on Related Entity.

    Please let me know how will I resolve this.

    Thanks,

    • Edited by Rahul-22 Tuesday, February 25, 2014 12:19 PM
    Tuesday, February 25, 2014 12:16 PM

All replies

  • You can use this free set of custom workflow activities to delete records: https://crm2011workflowutils.codeplex.com/

    You can use this free set of custom workflow activities to run a workflow against child records: https://crm2011distributewf.codeplex.com/


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Tuesday, February 25, 2014 1:53 PM
    Moderator
  • Hi Jason,

    Thanks a lot for your quick reply.

    I downloaded the CRM2011workflowuntils.codeplex.com
    Followed the instructions in document and  Created the Yes and No Steps for attribute in work flow.

    If the condition statisfies yes the I would like to create opportunity record this step working fine.
    But it comes to second step means attribute = No then I want to deactive or delete the record in Opportunity entity .

    Please find the below error screen shot .


    Thanks, Toushu

    Wednesday, February 26, 2014 6:29 AM
  • Hi,

    You cannot Delete/Deactivate records using System workflows. You will have to develop a custom workflow solution as mentioned by Jason.

    But I would rather go with a Plugin approach than a system/custom workflow to develop this requirement.

    Thanks,

    Swaroop 

    Friday, February 28, 2014 7:38 PM