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Please, help.. RRS feed

  • Question

  •     I create a  new entity "organisation" and i create a  1:N relationship between the account and my "organisation", where type of behavior is  Parental. 
    I  try create a workflow ,which should at change of fields in the account  change  data in some fields in my"organisation " entity. I cannot access to "organisation" entity fields. How can i do it?
    Thursday, February 19, 2009 9:32 AM

Answers

  • If the organisation is a sub-record to the account, the workflow will not let you go to it because there could be many organisations to the one account and it will not know which one to update. You may need to resort to coding, depending on your specific requirement.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    • Proposed as answer by Leon TribeMVP Thursday, February 19, 2009 10:27 AM
    • Marked as answer by Elka_ Thursday, February 19, 2009 1:48 PM
    Thursday, February 19, 2009 10:27 AM

All replies

  • If the organisation is a sub-record to the account, the workflow will not let you go to it because there could be many organisations to the one account and it will not know which one to update. You may need to resort to coding, depending on your specific requirement.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    • Proposed as answer by Leon TribeMVP Thursday, February 19, 2009 10:27 AM
    • Marked as answer by Elka_ Thursday, February 19, 2009 1:48 PM
    Thursday, February 19, 2009 10:27 AM
  • Thank you.
    Thursday, February 19, 2009 1:48 PM