Answered by:
Get the Id of the record created inside Dialogs

Question
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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
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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
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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
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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