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Need an Idea for workflow to check if record exists, if not create a record, if yes - update record RRS feed

  • Question

  • I have a tricky question: I have several users that work on incidents, I would like to log the time each user spends on a form. For instance, here is the pseudo code:

    1. Check if Time Log for current user exists.
    2. If no Time Log exists - Create a new Time Log.
    3. If Time Log exists for current user - Update new time.

    This is what I would like:

    --------------------------------------------------------------------
    Name | Time
    --------------------------------------------------------------------
    Bryan 40 Minute
    Andrew 18 Minute
    Summit 1 Minute
    --------------------------------------------------------------------

    I created a new entity called Time Log, created the relevant fields and the time calculation scripts - however I am unsure how to implement the feature so that the same record is updated rather than a new record being created. What I have done so far is to create a new Workflow that adds the new time. But the record gets fired all the time and new records get created:

    --------------------------------------------------------------------
    Name | Time
    --------------------------------------------------------------------
    Bryan 40 Minutes
    Andrew 18 Minutes
    Summit 10  Minute
    Summit 30  Minute
    Bryan 19 Minutes
    Andrew 4   Minutes

    --------------------------------------------------------------------

    Does anyone know what I should be doing?




    • Edited by Sebd.DD Wednesday, November 27, 2013 10:08 AM
    Wednesday, November 27, 2013 10:06 AM

All replies

  • Hi Summit Shah,

    If i understand your problem correctly you need to register 2 workflow on demand. And in JavaScript check whether a record exists or not.
    If record already exists run first workflow (Update)
    Otherwise run second workflow (Create)

    Because you can not implement this logic using OOB
    1: Check if Time Log for current user exists.
    For you information
    Run workflow from JS


    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
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    Wednesday, November 27, 2013 10:39 AM
  • Hello,

    You can implement your requirement through plugin, you can get modifiedby there to check if there is already some records exists for this user if not create new one.


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    Wednesday, November 27, 2013 10:52 AM
    Moderator
  • This one is fairly easy if you know javascript. It works in Three parts:

    1. OnSave do a JS FetchXML query to see is a user with the GUID & The Record exists. If a Record DOES NOT exist - then:

    2. Create a new record using REST Create, or if it does exist, then:

    3. Update the Record by getting the record GUID

    I have done something similar myself. The XrmSvcToolkit is a lifesaver for these situations.

    Thursday, November 28, 2013 8:57 AM