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dynamics-crm-2011dynamics-crmcrmdynamics-crm-online
Tamal Kanti Dey
Tamal Kanti Dey

Reputation: 576

Creating an Order from Quote using Custom Workflow

I am creating a custom workflow which will trigger when status of a Quote will be changed and it will create an Order taking all the values from that Quote record.

Now Creating an Order is the easy part, but get the values from the Quote record is not, for me.

Could you please suggest me a way.

Thanks.

Upvotes: 0

Views: 1457

Answers (2)

Daryl
Daryl

Reputation: 18895

Not sure if you can do it without a customer workflow activity. You'll need to create a customer workflow activity. You can grab the id from the PrimaryEntityId. Once you have the Id, you can lookup all of the attributes using the C# SDK and use that information to populate and create your Order.

Upvotes: 0

John Rogerson
John Rogerson

Reputation: 553

Why are you doing this rather than simply clicking the "Create Order" button on the Quote form? That'll suck all the information in the relationship mapping through for you. And the products.

Upvotes: 1

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