CODEWITHSUNDEEP
workflowcrmmicrosoft-dynamics
user1013596
user1013596

Reputation: 15

CRM Dynamics trigger workflow before saving

A little background:

I have 2 entities (Product and Case). The product entity will hold all product records. A section in the Case will have the ability to choose products and auto-populate all related fields that are located in the product record for that specific product. For example, Product record has fields like hazardous, range, lot ect. The same field appear on the Case record. These fields should only be populated based on the product that was selected.

I was able to accomplish the above by creating a 1:N relationship and adding it to my Case form. I then created a workflow to populate the related fields (hazardous, range, lot ect). However, these fields only populate when the record is saved. Is there a way to make it update the fields once the product is chosen?

I want to refrain form using any type of JavaScript. If possible, I would like to strictly use workflows to accomplish this (if at all possible).

Upvotes: 1

Views: 2302

Answers (1)

Sxntk
Sxntk

Reputation: 846

Real time information in your case can be only accomplished by using JavaScript. Maps works too but they have a special behavior.

Workflows that fire when the record is created only execute after all core operations are done (Native logic, Plug-in logic...) and you can't fire workflows if the record is not created.

So using workflows is a good idea even if you can't see the information

Upvotes: 1

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