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Update Multiple Records through Workflow RRS feed

  • Frage

  • Hello All,

    I am trying to update multiple records in a custom entity based off a single OnChange event in the Account entity.  I have added an attribute called Account Type to the Account entity and I am trying to mirror its change in the new entity called AccountReps.  The purpose of AccountReps is to have multiple "owners", or Sales Reps, of an Account instead of the one owner that is currently setup out-of-the-box.

    When the Account Type changes, I want to be able to find all the AccountReps records that have that Account GUID and change each one of them to have this new Account Type.  How do I find all of those records through a Workflow (can I?) and update them as well?

    Thanks All,

    Donnerstag, 22. Juli 2010 20:27

Antworten

  • Hi!

    There is no out-of-a-box solution for your request, but you can always develop a custom workflow activity and create a workflow that triggers when Account Type changes.

    More info about custom workflow activities: http://msdn.microsoft.com/en-us/library/cc151142.aspx


    Dejan Dular

    Microsoft Certified Business Management Solutions Specialist
    • Als Antwort vorgeschlagen Dejan Dular Freitag, 23. Juli 2010 07:14
    • Als Antwort markiert bjmorch Dienstag, 27. Juli 2010 12:15
    Freitag, 23. Juli 2010 07:14
  • Hi,

    this is the German Forum for Microsoft Dynamics CRM. You can post your english Microsoft Dynamics CRM questions here: http://social.msdn.microsoft.com/Forums/en-US/category/dynamics


    Viele Grüße

    Michael Sulz
    MVP für Microsoft Dynamics CRM
    • Als Antwort markiert Michael Sulz Dienstag, 21. Mai 2013 13:33
    Freitag, 23. Juli 2010 10:12

Alle Antworten

  • Hi!

    There is no out-of-a-box solution for your request, but you can always develop a custom workflow activity and create a workflow that triggers when Account Type changes.

    More info about custom workflow activities: http://msdn.microsoft.com/en-us/library/cc151142.aspx


    Dejan Dular

    Microsoft Certified Business Management Solutions Specialist
    • Als Antwort vorgeschlagen Dejan Dular Freitag, 23. Juli 2010 07:14
    • Als Antwort markiert bjmorch Dienstag, 27. Juli 2010 12:15
    Freitag, 23. Juli 2010 07:14
  • Hi,

    this is the German Forum for Microsoft Dynamics CRM. You can post your english Microsoft Dynamics CRM questions here: http://social.msdn.microsoft.com/Forums/en-US/category/dynamics


    Viele Grüße

    Michael Sulz
    MVP für Microsoft Dynamics CRM
    • Als Antwort markiert Michael Sulz Dienstag, 21. Mai 2013 13:33
    Freitag, 23. Juli 2010 10:12
  • Thanks for the heads up... I didn't realize I had done that.  I will repost there.
    Freitag, 23. Juli 2010 12:20