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Found 85694 threads
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0 VotesWorkflow on connected entities
Hi Roadrunner, The out of the box workflow in CRM only works with entities that have concrete relationship (eg: 1:N, N:1, N:N).Answered | 1 Replies | 2487 Views | Created by Roadrunner000 - Monday, June 4, 2012 11:16 PM | Last reply by Dimaz Pramudya (www.xrmbits.com) - Monday, June 4, 2012 11:35 PM
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0 Votes
One workflow for many entities
You can either check the conditions of primary entity or parent entity.Answered | 2 Replies | 5723 Views | Created by CRM Thirsty - Tuesday, February 15, 2011 5:33 AM | Last reply by Faisal Fiaz - Tuesday, February 15, 2011 9:56 AM -
1 Votes
Workflows for multiple entities
If you are running the workflow against the child entity - you can update many of the related entities (parents) from in the workflow editor.Answered | 1 Replies | 1280 Views | Created by Prashanth Kamasamudram - Tuesday, September 24, 2013 2:43 PM | Last reply by JLattimer - Tuesday, September 24, 2013 2:55 PM -
0 Votes
Connections in Workflows CRM 2011
The CRM Workflow designer only supports actions on the primary entity or related entities (1:N).Answered | 1 Replies | 6305 Views | Created by ChloeK - Wednesday, April 27, 2011 6:23 AM | Last reply by Gonzalo Ruiz R - Wednesday, April 27, 2011 5:31 PM -
0 Votes
Notes not a usable entity for workflows??
It is in fact its own entity so the workflow must relate to the Notes entity, not the Lead entity.Answered | 10 Replies | 6369 Views | Created by DevRock - Thursday, May 28, 2009 6:40 PM | Last reply by DevRock - Monday, June 1, 2009 4:42 PM -
0 Votes
Custom Entity not visible in Workflow related entities
Not sure about your settings, but have you tried creating a child workflow on your custom entity that is triggered by the Case workflow and have the e-mail sent from the ...Answered | 3 Replies | 6819 Views | Created by Dstr123 - Thursday, March 4, 2010 9:34 AM | Last reply by Dstr123 - Friday, March 5, 2010 11:10 AM -
2 Votes
Workflow Support in 2011 - Using Custom entities in Workflows
Hi What is the entity on which you are writing the workflow on?Answered | 4 Replies | 5694 Views | Created by Fkhoja - Tuesday, March 8, 2011 5:13 PM | Last reply by Fkhoja - Wednesday, March 9, 2011 2:43 PM -
0 Votes
Custom Workflow Step, Target Entity
you need have picklist attribute on any entity (suggesting create new custom entity) and then populate that entity with CRM Entitynames and then use this attribute as Input ...Answered | 2 Replies | 5351 Views | Created by darrmerc - Friday, March 26, 2010 10:07 AM | Last reply by Mayank Pujara - Friday, March 26, 2010 10:28 AM -
10 Votes
Linking Workflow email to custom entity
In CRM4 you could use an emailable entity (such as lead) and repurpose it, instead of creating your own custom entity because custom entities are not emailable in CRM 4.0.Answered | 12 Replies | 4774 Views | Created by DanK79430 - Monday, June 6, 2011 1:12 PM | Last reply by Gonzalo Ruiz R - Monday, June 6, 2011 4:44 PM -
0 Votes
Adding a note to 'Regarding' entity in Workflow
I was right then, a custom action taking a newly created Note and assigning it to specified entity is the only way.Answered | 2 Replies | 6830 Views | Created by Alex Skalozub - Saturday, August 15, 2009 4:47 AM | Last reply by Alex Skalozub - Saturday, August 15, 2009 8:03 PM -
0 Votes
Updating closed entity with a workflow
While this work-around can be used, I ended up writing a plug-in to fire pre-close event on the incident entity to populate the field.Answered | 2 Replies | 5324 Views | Created by DanP - PAS - Thursday, October 29, 2009 4:19 PM | Last reply by DanP - PAS - Monday, December 14, 2009 3:57 PM -
2 Votes
Related Entity in workflow not available for updating
N:1 in OOB workflow.Answered | 9 Replies | 1004 Views | Created by Nicole_CRM - Tuesday, October 21, 2014 5:31 PM | Last reply by Wayne Walton - Thursday, October 23, 2014 3:42 PM -
1 Votes
How to update related custom entity field with a workflow?
I got my workflow to work.Answered | 3 Replies | 3335 Views | Created by Col_Heidi - Tuesday, June 12, 2012 7:56 AM | Last reply by Col_Heidi - Tuesday, June 12, 2012 12:51 PM -
2 Votes
How to add related entities when creating a workflow
Hi jorge, You can create the workflow, And As i understood u r trying to access the field of related entity.Answered | 5 Replies | 3276 Views | Created by RDevelopment - Tuesday, November 20, 2012 2:15 PM | Last reply by RDevelopment - Wednesday, November 28, 2012 4:39 PM -
1 Votes
Workflow updating from 1 to many relationship entity
Workflow (process) designer only supports actions on the primary entity and the related entities (N:1), all other related entities are not available.Answered | 3 Replies | 5623 Views | Created by SSQLL - Friday, July 8, 2011 4:05 PM | Last reply by Gonzalo Ruiz R - Monday, July 11, 2011 5:23 PM -
0 Votes
Edit records of Equipment entity via Workflow
It offers me the option to update related entities but not the primary entity.Answered | 5 Replies | 6361 Views | Created by sl_k83 - Monday, June 1, 2009 4:43 AM | Last reply by Pat-H - Sunday, December 13, 2009 4:50 PM -
1 Votes
Change many records of one entity via workflow
This can be done by using distributed workflow activities.Answered | 3 Replies | 2732 Views | Created by urwis - Wednesday, March 21, 2012 3:55 PM | Last reply by Kyaw Kyaw Tun - Wednesday, March 21, 2012 10:59 PM -
3 Votes
Attribute 'rules' on entity 'workflow' is deprecated
Entities | Process 3.Answered | 5 Replies | 4658 Views | Created by Srivi Balu - Friday, June 10, 2011 8:49 PM | Last reply by Jehanzeb.Javeed - Thursday, June 16, 2011 4:48 PM -
2 Votes
how to get URL to the entity in custom workflow code
= null) { string url = webContext.Request.Path; } Now as you are worried that how to get entity code, record ID and ...Answered | 9 Replies | 6301 Views | Created by Jim Hammond - Tuesday, June 5, 2012 8:02 PM | Last reply by Dimaz Pramudya (www.xrmbits.com) - Thursday, June 7, 2012 1:20 AM -
0 Votes
Workflow only show related entities CRM 2011
So will start working on the custom workflow.Answered | 4 Replies | 4385 Views | Created by Raymond_ - Saturday, November 19, 2011 7:12 AM | Last reply by Jehanzeb.Javeed - Saturday, November 19, 2011 2:12 PM - Items 1 to 20 of 85694 Next ›
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