dynamics crm 2013 - Linking Phone Call to Account -


making workflow in crm 2013 can't seem access field want. want account name field on phone call populated account field of contact on call field.

enter image description here

i can create update process (triggered when phone call created or when call updated), i'm unsure of how access fields within call entity.

enter image description here

the form assistant doesn't seem give me access fields under entity selected in call field. can see i've tried in yellow doesn't appear anything. i've tested , know process triggered. when triggered should account name field contact in call field , insert account name field on phone call.

i'm assuming there's on field level of either call or account name fields not allowing me get/insert form.

let me know if isn't clear , can explain further.

this may not answer want can meet requirement custom codeactivity. class need take phone call , if call to field contact retrieve contact record, account's name (it should in entityreference.name property of field, , return string value.

the problem call to not guaranteed contact crm workflow designer doesn't allow access fields. personally, wish worked differently , treated field same regarding field not how implemented.


Comments

Popular posts from this blog

windows - Single EXE to Install Python Standalone Executable for Easy Distribution -

c# - Access objects in UserControl from MainWindow in WPF -

javascript - How to name a jQuery function to make a browser's back button work? -