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Get the Id of the record created inside Dialogs RRS feed

  • Question

  • Hi All,

    My requirement is like this.

    On the parent entity, I ran a on-demand dialogue which creates a child entity record. until this I was able to do it. Now, I have to use the newly created child record id to call a custom workflow. I am not sure how I can get the newly created record id inside dialogs.

    I really appreciate your help regarding this. Thank you.

    Wednesday, April 25, 2012 11:54 AM

Answers

  • When you create a Step for Create: Lead (In the below diagram i have create a lead)
    In the next step you could use its attributes
    Look for Local Values and pass it to your custom Workflow

    Note: In the above diagram we can use newly created leads attributes
    If you need more information please let me know

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
    Check out my about.me profile!
    http://mubashersharif.blogspot.com
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    • Edited by MubasherSharif Wednesday, April 25, 2012 12:13 PM
    • Marked as answer by CSK.CRM Monday, April 30, 2012 9:21 AM
    Wednesday, April 25, 2012 12:10 PM

All replies

  • When you create a Step for Create: Lead (In the below diagram i have create a lead)
    In the next step you could use its attributes
    Look for Local Values and pass it to your custom Workflow

    Note: In the above diagram we can use newly created leads attributes
    If you need more information please let me know

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
    Check out my about.me profile!
    http://mubashersharif.blogspot.com
    Linked-In Profile
    Follow me on Twitter!



    • Edited by MubasherSharif Wednesday, April 25, 2012 12:13 PM
    • Marked as answer by CSK.CRM Monday, April 30, 2012 9:21 AM
    Wednesday, April 25, 2012 12:10 PM
  • Thanks MubasherSharif  for you quick response.

    I am not able to see the Create (Lead) in my local values section. I'm currently R5 version. Please let me know if I'm missing anything here.

    also, how can I pass data from a dialog to a custom workflow.

    Wednesday, April 25, 2012 1:06 PM
  • Are you creating a new record in your custom workflow if Yes than you could access its values as above.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
    Check out my about.me profile!
    http://mubashersharif.blogspot.com
    Linked-In Profile
    Follow me on Twitter!

    Wednesday, April 25, 2012 1:34 PM
  • Nope, I am calling workflow for another reasons. What I was looking for is 'to get the newly created record id ( from previous step) in next step'.
    Thursday, April 26, 2012 4:52 AM
  • Hi Bittu.
    In my above workflow i am doing the same thing.
    In first step i am making a new lead (Create Lead). (Newly created lead is shown in Local Values -> Create (lead))
    In Second step i could access the values of the created lead as shown above.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
    Check out my about.me profile!
    http://mubashersharif.blogspot.com
    Linked-In Profile
    Follow me on Twitter!

    Thursday, April 26, 2012 7:13 AM
  • Unfortunately I am not getting the same thing in Dialogs.
    Thursday, April 26, 2012 9:46 AM
  • I'm getting the data now, I think I looked in wrong areas for the data. I selected the respected field and looked for the new created record data and I am able to see now just as it was mentioned above.
    Monday, April 30, 2012 9:21 AM