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How to trigger a Child Workflow from related parent entity RRS feed

  • Question

  • I am using CRM Live.

    I have a custom entity called "Financial Plan" that is related to the Opportunity entity in a 1:N scenario (where opportunity is the parent entity and there can be multiple Financial Plans for any given Opportunity).

    Basically, if I change the status of the opportunity, then I want to trap that event, evaluate the status, and then update the status of ANY and ALL related "Financial Plan" records, based on the criteria from evaluating status of the parent opportunity.

    I have created a child workflow for "Financial Plan" that can check the status of it's parent opportunity and then will update the current record's status based on that specified criteria, but I have no way to trigger that workflow from the parent opportnity when the status is changed.

    Any thoughts on how to accomplish this?
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:54 PM Forum consolidation (From:CRM Online)
    Monday, February 8, 2010 11:31 PM

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