CODEWITHSUNDEEP
dynamics-crm-4
Indranil Sarkar
Indranil Sarkar

Reputation: 1280

How to set picklist value using workflow

I'm creating a lead record using import function (System->Data Management-> Import), I have creatd a workflow for once the lead record is created, the contact record field 'Salutation' which is a dropdown list must be updated.

When I'm trying to do this, looking for lead doesn't appear to have any value coming on it. Don't know how to set picklist value for updating records using workflow. Please see the screnshot below

enter image description here

Upvotes: 1

Views: 1613

Answers (2)

Indranil Sarkar
Indranil Sarkar

Reputation: 1280

I don't thing pick-list field value can be set dynamically on a record by the field of another entity. What I did I check multiple cases and update the field manually to achieve this. i.e. If lead(car1) == 2 update the pick-list value on workflow with your choice. But this is q dirty fix because conditions are more and is difficult to use multiple times for updating record.

Upvotes: 0

Rickard N
Rickard N

Reputation: 408

That seems odd, you should get all available options when updating a record with a workflow. Is the picklist populated with values? The salutation dropdown is not a standard field in CRM 4.0, it's a freetext field OOB.

Regards

Upvotes: 1

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