locked
Check condition in Workflow RRS feed

  • Question

  • Dear All,

     

    My environment: CRM 4.0

     

    We are having a custom workflow that updates certains fields from Account to Contact.

    These fields should be updated in the contact entity only when the changed fields in account are not empty.

     

    So we would like to put a check condition in the workflow saying:

    if

    account.field1 is not null

    then

    update contact.field1

     

    Somehow we were not able to find a solution to this problem.

    Wednesday, January 21, 2009 6:03 PM

Answers

  • CRM terminology for nulls is 'Does not Contain Data'. If it is achievable, this would be the conditional to use rather than an 'Equals'.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    Wednesday, January 21, 2009 8:21 PM

All replies

  • Off the top of my head I'm thinking you may have to create a series of update steps, one for each (set of) field(s), each having its own conditional test.  If you could do it on the form, I imagine you would have discovered it.

     

    Wednesday, January 21, 2009 8:02 PM
  • CRM terminology for nulls is 'Does not Contain Data'. If it is achievable, this would be the conditional to use rather than an 'Equals'.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    Wednesday, January 21, 2009 8:21 PM