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Workflows for multiple entities RRS feed

  • Question

  •  I am trying to create a workflow which will for example update  Salesorder on updation of Account. is this possible?

      If suppose entities have relationship between them, can we create workflow update or create one on updation or creation of another entity record?

    If its possible please give me some reference link if there is any.

    Thanks Regards

    Prashasnth


    Thanks Regards Prashanth Kamasamudram Even the least work done for others awakens the power within; even thinking the least good of others gradually instills into the heart the strength of a lion.

    Tuesday, September 24, 2013 2:43 PM

Answers

  • If you are running the workflow against the child entity - you can update many of the related entities (parents) from in the workflow editor. Use the update step and choose the proper entity under related entities.

    If you are running the workflow against the parent entity it isn't possible using the out of the box configuration. You can use this custom workflow activity library to run a workflow against child entities in a relationship. CRM 2011 Distribute Workflow Activity


    Jason Lattimer
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    Tuesday, September 24, 2013 2:55 PM
    Moderator