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This step is for getting the total number of child records. | ||
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For using this activity you must access here and select the action: | ||
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![](CountChildEntityRecord1.gif) | ||
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An fill the parameters: | ||
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![](CountChildEntityRecord2.gif) | ||
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Finally, you can use the int Result of the app as you need: | ||
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![](CountChildEntityRecord3.gif) |
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This step is for getting the App ID from the App Name (not the dysplay name). | ||
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For using this activity you must access here and select the action: | ||
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![](GetAppModuleID1.gif) | ||
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Then, the the input parameter with the App Name, you can get the name from here: | ||
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![](GetAppModuleID2.gif) | ||
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An fill the parameter: | ||
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![](GetAppModuleID3.gif) | ||
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Finally, you can use the GUID of the app as you need: | ||
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![](GetAppModuleID4.gif) |
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This step is for getting the Record URL for a defined App from the App Name (not the dysplay name). | ||
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For using this activity you must access here and select the action: | ||
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![](GetAppRecordUrl1.gif) | ||
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Then, the the input parameter with the App Name, you can get the name from here: | ||
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![](GetAppModuleID2.gif) | ||
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An fill the parameter: | ||
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![](GetAppRecordUrl3.gif) | ||
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Finally, you can use the GUID of the app as you need: | ||
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![](GetAppRecordUrl4.gif) | ||
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The result is a string like this one: https://orgname.crm4.dynamics.com:443/main.aspx?etc=1&id=aaa19cdd-88df-e311-b8e5-6c3be5a8b200&histKey=612873746&newWindow=true&pagetype=entityrecord&appid=054cec0e-8dfb-e811-a95a-000d3a45d5aa |
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This step allows you to get the values of a multi-select option set attribute from a particular record. | ||
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To use this activity, you just need to select the **GetMultiSelectOptionSet** option: | ||
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![](GetMultiSelectOptionSet.png) | ||
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Then, you need to specify the following input parameters: | ||
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![](GetMultiSelectOptionSetInputParameters.png) | ||
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* **Source Record URL (required)** : the URL of the record where the corresponding attribute is located. | ||
* **Attribute Name: (required)** : logical name of the attribute whose values are going to be retrieved. | ||
* **Fail on Exception (optional)** : this is a secondary attribute which allows you to indicate if the activity will throw an exception if something goes wrong or it will just return the error in an output parameter. | ||
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The output parameter **Selected Values** returns a string with the corresponding results **separated by comma**. So that you can check them using the contains operator for example. | ||
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You can also find an example in this article: | ||
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[https://ramontebar.net/2018/12/12/getting-multi-select-option-set-values-in-workflows/](https://ramontebar.net/2018/12/12/getting-multi-select-option-set-values-in-workflows/) |
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This step is for asking if a defined user is member of a team or not. | ||
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For using this activity you must access here and select the action: | ||
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![](IsMemberOfTeam1.gif) | ||
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An fill the parameters (User and Team): | ||
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![](IsMemberOfTeam2.gif) | ||
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Finally, you can use the result as you need (boolean): | ||
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![](IsMemberOfTeam3.gif) |
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This step allows you to copy multi-select option set attributes between two records. | ||
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To use this activity, you just need to select the **MapMultiSelectOptionSet** option: | ||
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![](MapMultiSelectOptionSet.png) | ||
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Then, you need to specify the following parameters: | ||
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![](MapMultiSelectOptionSetInputProperties.png) | ||
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* **Source Record URL (required)** : Dynamics URL of the record whose multi-select option set attributes will be copied from. Notice the Dynamics workflow designer allows you to create this URL easily for the accessible entities in the workflow context. | ||
* **Source Attributes: (required)** : list of attributes separated by comma to be copied. | ||
* **Target Record URL (required)** : Dynamics URL of the record where the attributes will be copied to. | ||
* **Target Attributes: (required)** : list of attributes separated by comma where the original values are copied to. For the mapping to be correct, **the order needs to be the same as the Source Attributes**. | ||
* **Fail on Exception (optional)** : this is a secondary attribute which allows you to indicate if the activity will throw an exception if something goes wrong or it will just return the error in an output parameter. | ||
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You can also find an example in this article: | ||
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[https://ramontebar.net/2018/12/08/copying-multi-select-option-sets-in-workflows/](https://ramontebar.net/2018/12/08/copying-multi-select-option-sets-in-workflows/) |
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This step allows you to update the value of a multi-select option set attribute for a particular record. | ||
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To use this activity, you just need to select the **SetMultiSelectOptionSet** option: | ||
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![](SetMultiSelectOptionSet.png) | ||
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Then, you need to specify the following input parameters: | ||
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![](SetMultiSelectOptionSetInputParameters.png) | ||
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* **Target Record URL (required)** : URL of the record to be updated. | ||
* **Attribute Name: (required)** : logical name of the attribute to be updated. | ||
* **Attribute Values: (required)** : option set values to be set. They should be **separated by comma**. In case you want to **clear the values**, just use an **empty string like “”**. See an example below. | ||
* **Fail on Exception (optional)** : this is a secondary attribute which allows you to indicate if the activity will throw an exception if something goes wrong or it will just return the error in an output parameter. | ||
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You can also find an example in this article: | ||
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[https://ramontebar.net/2018/12/12/updating-multi-select-option-set-attributes-in-workflows/](https://ramontebar.net/2018/12/12/updating-multi-select-option-set-attributes-in-workflows/) |
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