We have a custom training session entity, which has a monotonically incrementing session number. We would now like to allow our customers to register for the training forms online. We created a form using click dimensions (our marketing package) and
we have the form submitting its results properly.
The registration email builds a url and passes the training session number (used for readability only) to the registration form via a hidden field. This is all working well. I am now writing the workflow to create the registration (another
customer entity) from the submitted form data. I am able to grab the session number and populate it via the Fetch XML option of the Workflow Field Lookup solution available on CodePlex. I am also using the same solution to get the guid of the training
session from the session number.
Now I need to create the registration record and link it back to the session. I understand this is not available out of the box, but I haven't found a handy managed solution to do this. I want to confirm that this is because CRM isn't capable of returning
a "generic" lookup object so I will need a custom workflow activity designed to specifically return a training session for use in my workflow.
Is that correct, am I missing a managed solution, or is what I want possible, but no such solution is available?
Thanks,
Bill