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How to copy field from one form to another and keep it as a history RRS feed

  • Question

  • Hi All;

    I am very much new to CRM 4.0 and i need to copy the field progress stage of a client from Alpllication form to client step ( which is a plugin)

    This client step should have history of all the progress stage from application form

    Any help on this much appreciated

    Thanks

    Pradnya


    Pradnya07

    Tuesday, May 1, 2012 3:01 PM

Answers

  • This can be done relatively simple, even with default functionality.

    You have 2 entities.

    1. Client application
    2. Client progress history.

    Create a 1-m relationship from Client application to Client Progress history.

    Create a workflow that runs onCreate and onchange of the field you want to listen to on the Client Application, that creates a new record in the Client Progress history entity.

    That way you get a simple and cheap auditing of the progress stages.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Tuesday, May 1, 2012 6:23 PM
    • Marked as answer by Simran08 Wednesday, May 2, 2012 10:52 AM
    Tuesday, May 1, 2012 6:22 PM

All replies

  • This can be done relatively simple, even with default functionality.

    You have 2 entities.

    1. Client application
    2. Client progress history.

    Create a 1-m relationship from Client application to Client Progress history.

    Create a workflow that runs onCreate and onchange of the field you want to listen to on the Client Application, that creates a new record in the Client Progress history entity.

    That way you get a simple and cheap auditing of the progress stages.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Tuesday, May 1, 2012 6:23 PM
    • Marked as answer by Simran08 Wednesday, May 2, 2012 10:52 AM
    Tuesday, May 1, 2012 6:22 PM
  • Thanks Rune it worked like a charm

    Pradnya07

    Wednesday, May 2, 2012 10:52 AM