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    Hi,

    I have some custom fields in a Lead that I want to map to an customer fields in the Opportunity entity.

    Everything works fine when i create a lead & qualify

    however

    ive created a workflow that qualifys a lead, creates an account & opportunity but when this fires, mapped entities dont update.

    I was wondering if there was any reason why this wouldnt work?

    Thanks in advance

    Tuesday, July 3, 2012 12:54 PM

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    mapping is form(client side) based thats why it works when you qualify the lead from the form.

    workflow runs on the server. datamaping does not work in plugins and workflows.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com


    • Proposed as answer by Amreek Singh Tuesday, July 3, 2012 1:24 PM
    • Marked as answer by tango2310 Tuesday, July 3, 2012 1:31 PM
    • Edited by Amreek Singh Tuesday, July 3, 2012 1:32 PM
    Tuesday, July 3, 2012 1:23 PM

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    What type of fields is it? If its an option set then cannot be mapped. Only global option sets can be mapped. 

    -Devashish
    http://thecrmworld.wordpress.com
    http://ebizartisans.com

    Tuesday, July 3, 2012 12:57 PM
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    Thanks for your response

    They are in fact option sets.

    Not sure how to change in option set into being a global one (if this is possible)

    what is confusing me is that it works when i do a manual lead creation & qualify

    Tuesday, July 3, 2012 1:00 PM
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    If it works manually then it should work using workflow. 

    May be I am wrong .. May be it might be possible to map optionset value if they are equal. I will have to check. 

    You cannot convert an Optionset To global you will have to recreate it. 

    -Devashish
    http://thecrmworld.wordpress.com
    http://ebizartisans.com

    Tuesday, July 3, 2012 1:15 PM
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    mapping is form(client side) based thats why it works when you qualify the lead from the form.

    workflow runs on the server. datamaping does not work in plugins and workflows.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com


    • Proposed as answer by Amreek Singh Tuesday, July 3, 2012 1:24 PM
    • Marked as answer by tango2310 Tuesday, July 3, 2012 1:31 PM
    • Edited by Amreek Singh Tuesday, July 3, 2012 1:32 PM
    Tuesday, July 3, 2012 1:23 PM
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    thanks for that
    Tuesday, July 3, 2012 1:31 PM