Use a workflow to update a subrecord

?? Ever wish you cocould use a workflow to update related/child records? For example, when I update the address on an account, update the address on all of the related contacts. you can, with the help of the very helpful CRM 2011 distribute workflow activity Assembly written by Albert to gemin on codeplex.

I would like to use a workflow to update sub-records of the master record. For example, the relationship between address and contract is one-to-many, so how can we batch update the contract records when updating the address? Although the system does not provide such native support for us, we can still use third-party open-source tools to achieve this interesting demand.

While this says "CRM 2011" in the name, it works fine on CRM 2013 and CRM 2013 SP1.

This tool exists from 4.0 and now supports the latest version of dynamics CRM 2013. The steps for using this tool are as follows:

1. Import the solution from codeplex
   Import the downloaded Solution
   
   
2. Create your child entity workflow (s ). in this example, create a workflow for the Contrat entity, check the box to run as a child workflow, uncheck the box to run on create of a record, and add your desired step.
   Create a sub-type workflow. In this example, we need to create a word workflow that updates the contract object and cancel the check box that runs when the record is created, add the desired workflow steps.
   
   
3. Create the master workflow that will trigger the child workflow. In this example it wocould be a workflow that runs on update of the address fields.
   Create a parent workflow that is used to call the created sub-workflow. In this example, it is used to call the workflow on the address object.
   
   
4. Add a step. If you have successfully deployed the solution, you shoshould see a new step called "DwF Ag utilities: distribute one to detail ."
   If the deployment is successful, you should be able to find the step "DwF Ag utilities: distribute one to Taobao" in the step selection menu of the workflow design interface.
   
   

1. In the step properties you need to specify two values: the Database Name of the 1: n relationship and the Child workflow you created in step 2.
   Specify the value for the "DwF Ag utilities: distribute one to Taobao" step: the name of the child workflow you just created, and the relationship between the parent object and the Child entity.
   
   
2. Publish the workflow.
   Publishing Work
   

Now, every time the master workflow is executed, it will run the child workflow on each related record. This works with both background (asynchronous) and real-time (synchronous) workflow processes.
In this way, we can use this third-party workflow to update the system. It supports both synchronous and asynchronous workflows.

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