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how to input accountid to workflow email step crm 4 RRS feed

  • Question

  • I have tried to create email in workflow in crm 4 , using standard interface.

    I need to create url and include accountid as part of url parameter, hoe to do this please?

    Monday, October 10, 2011 9:06 AM

Answers

  • Hi

    Andriy is right But you can try the following if you are interested.

    Create a custom text field in account entity,

    On form save event add the guid of the account to this field

     crmForm.all.fieldname.DataValue =crmForm.ObjectId;

    Then you can access this field in the workflow.

    I hope this helps.

     


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia [URL=http://mscrmshop.blogspot.com]http://mscrmshop.blogspot.com[/URL]
    In the case workflow will handle create operation this trick would not work. Also this trick would not work till someone will open and save form.

    Microsoft CRM Freelancer

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    Monday, October 10, 2011 11:20 AM
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All replies

  • Hello,

    This is impossible out of box. It is possible with custom workflow activity. Such workflow activity you can find here - http://crmaccelerators.codeplex.com/releases/view/26691


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Follow Andriy on Twitter
    Monday, October 10, 2011 9:16 AM
    Moderator
  • Hi

    Andriy is right But you can try the following if you are interested.

    Create a custom text field in account entity,

    On form save event add the guid of the account to this field

     crmForm.all.fieldname.DataValue =crmForm.ObjectId;

    Then you can access this field in the workflow.

    I hope this helps.

     


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia [URL=http://mscrmshop.blogspot.com]http://mscrmshop.blogspot.com[/URL]
    • Proposed as answer by Amreek Singh Monday, October 10, 2011 11:03 AM
    Monday, October 10, 2011 11:03 AM
  • Hi

    Andriy is right But you can try the following if you are interested.

    Create a custom text field in account entity,

    On form save event add the guid of the account to this field

     crmForm.all.fieldname.DataValue =crmForm.ObjectId;

    Then you can access this field in the workflow.

    I hope this helps.

     


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia [URL=http://mscrmshop.blogspot.com]http://mscrmshop.blogspot.com[/URL]
    In the case workflow will handle create operation this trick would not work. Also this trick would not work till someone will open and save form.

    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Follow Andriy on Twitter
    Monday, October 10, 2011 11:20 AM
    Moderator
  • thanks for feedback , I thought custom workflow is the best then.

    thanks

    Monday, October 10, 2011 3:30 PM