Updating multiple records via workflow Badsex hotchat com


13-Mar-2020 18:36

One of the features of ribbon buttons, is they can receive the selected records in a parameter as an array.

But if you don't want to do all the work in javascript, you can have the script pass the parameters to a custom Workflow or Action.

The above option works fine, but can get a bit unwieldy when you need to update many fields.

The alternative is to create a new blank entity and perform the update on this entity instead.

I want to create an on-demand process of some kind in Dynamics CRM 2013 that will run on multiple records of the same type.

The process will create an equal number of records of another type, and all will relate to the same parent record.

Lee you are correct in your assessment that creating the work order with a workflow step is easy to do while creating the child work order items is either difficult or impossible.

Jason I think the point here is to automate the process.

When the import finishes, you should see the changes in the deactivated record.

In some cases, you may be better off activating and changing the record, but with some record types, like opportunities, this can have a down side of messing up the opportunity close data, or with users, requiring someone with Office 365 admin privileges to add a license to the user and waiting for it to synchronize with CRM.

Rather, it means that the plugin will be executed only when the Account Number field is present in the incoming update request.

updating multiple records via workflow-21

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If the Account Number field is present in the incoming update request, the plugin will execute, When you debug an Update plugin, retrieve the Target entity from the Input Parameters collection and have a look at its Attributes collection.

An attribute is present in the incoming update request if it exists in this collection.



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