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crm2015: Workflow that fills lookup with text value from another field possible? RRS feed

  • Question

  • Hi everybody,

    is it possible to fill a lookup field with a value of a text field with a standard workflow?

    And if not. Does anybody knows a tool, maybe freeware or low fee, which makes this possible?

    and if not, is it possible with custom workflows. Amy help to start with that?

    Thx, greets PeB 

    Tuesday, October 20, 2015 8:38 PM

All replies

  • No, this isn't possible, as these are different data-types.

    You could write a custom workflow activity to do this, but you'd need to have logic to cope with matching the lookup on 0, or on more than 1 record. I don't think you'll find any general tools that would do this, as any output parameters with a lookup data-type have to have the entity-type defined at compile-time, so it's not possible to write a generic tool for this


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, October 20, 2015 8:46 PM
    Moderator
  • Hi David, ok, thx. the logic could easily be, to only fill the lookup if it finds a unique match. if there will be no match or more than one there should be no lookup filled and maybe got returned Ok if unique and filled not unique .. If more than one no match... If nothing found and i think of something like the standard import functionality, where you can say, in what fields, should be looked for. Thx, greets PeB
    Tuesday, October 20, 2015 9:02 PM