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Unable to update a lookup field from another lookup field RRS feed

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    Hi,

    I have a custom entity that has a n:1 relationship with Accounts. The custom entity also has a 1:n relationship with appointments. What I'm try to accomplish is when an appointment is created, update the lookup field in the appointment with the information in the lookup field in account through a standard workflow. I have tried different variations of having the update take place inline, and using a child workflow to no avail. Can this be done without a custom workflow and if so how?

    Ultimately what I'm trying to accomplish is to update a field in the custom entity when a appointment is created with a particular value in the appointment type.

    Thanks,

    Gary

    Friday, June 21, 2013 10:18 PM

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    Could you clarify your question?

    It seems that the entity hierarchy is accounts -> custom entity -> appointments.  Is that right?

    If you want to update a field in the parent custom entity for an appointment I would look to use the Form Assistant and select a dynamic value (in a workflow).

    Saturday, June 29, 2013 1:06 PM
    Moderator