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refer to document location in workflow?

Question
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I have a workflow associated with a field update event of an entity. That event triggers an email, in the email I would like to add an hyperlink to the document location for the entity. The problem is that CRM stores a list of document locations for each entity item. It seems that the workflow design UI does not give an option to link to one of them. In my case, I will always have at most one location for each item.
if there is not out of box solution, I have to add a new attribute (for the url) to the entity to store that.
Thanks,
Wednesday, June 27, 2012 9:04 PM
Answers
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They will be supported with the next R8 release in Online. For now, you would have to use a plugin as a workaround:
http://blogs.msdn.com/b/crm/archive/2010/11/05/custom-workflow-actions-in-microsoft-dynamics-crm-2011-online.aspxGonzalo | gonzaloruizcrm.blogspot.com
- Marked as answer by Guangming Monday, August 13, 2012 2:48 PM
Monday, July 30, 2012 8:12 PMModerator
All replies
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HI Guangming,
The only out of box solution I can think is the one that is added when you apply the Rollup update 5, Check this post http://www.powerobjects.com/blog/2011/11/11/microsoft-dynamics-crm-2011-update-rollup-5-adding-a-hyperlink-to-email-notifications-via-a-workflow/
Regards,
Damian SinayThursday, June 28, 2012 3:18 AM -
I knew that feature and it works for 1-1 relationship. It does not work in my case: One entity is associated with a list of document location.
Thx,
Tuesday, July 24, 2012 7:30 PM -
There are multiple document locations per entity, which means that it is a 1:N relationships. You cannot access Document Locations from the primary entity because you can never access child entities from workflow designer. You would have to inert your own custom workflow activity which will generate the hyperlink to the document location. Your custom workflow activity can output the URL that you can then use in an email. However, without some coding you will not be able to achieve that!
Gonzalo | gonzaloruizcrm.blogspot.com
- Proposed as answer by Gonzalo Ruiz RModerator Sunday, July 29, 2012 10:45 PM
- Marked as answer by Guangming Monday, July 30, 2012 7:20 PM
- Unmarked as answer by Guangming Monday, July 30, 2012 7:39 PM
Sunday, July 29, 2012 10:45 PMModerator -
custom workflow activity works for on-premises not online version.Monday, July 30, 2012 7:40 PM
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They will be supported with the next R8 release in Online. For now, you would have to use a plugin as a workaround:
http://blogs.msdn.com/b/crm/archive/2010/11/05/custom-workflow-actions-in-microsoft-dynamics-crm-2011-online.aspxGonzalo | gonzaloruizcrm.blogspot.com
- Marked as answer by Guangming Monday, August 13, 2012 2:48 PM
Monday, July 30, 2012 8:12 PMModerator