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Is it possible to edit the contact entity and for these changes to also be made to related entities that pull data from the contact entity? RRS feed

  • Question

  • Hi,

    I have a custom entity called Legal Case. I have lookup fields for contacts and a workflow that pulls data from these contacts into the Legal Cases. These contacts are linked to multiple cases sometimes. I want to be able to edit a contact and for these changes to automatically be made to the cases. Is there a workflow or something else capable of doing this?

    Thanks

    Tuesday, July 6, 2010 4:29 AM

Answers

  • Out of the box, a workflow cannot perform an action on child records. Out of the box the best you can do is have the workflow start when the child record is created and wait for the parent record to change. However, codeplex has an interesting add-on that may help. The Distribute Workflow Activity (http://crm40distributewf.codeplex.com/) allows you to distribute an action across 1:N and N:N relationships.

    Leon Tribe

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

    http://leontribe.blogspot.com/ 
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 6, 2010 9:58 AM
    • Marked as answer by Jim Glass Jr Tuesday, July 6, 2010 4:41 PM
    Tuesday, July 6, 2010 9:57 AM

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