With our latest release of Dynamics CRM Snapshot we introduced Output Parameters. This new feature gives you the ability to capture and manipulate the generated Snapshots along with any related records after the Backup or Clone steps in the workflow are completed.
Your organization needs to copy hundreds of invoices and related products from last year and update them for the next billing cycle. Doing this manually could take hours, but with Dynamics CRM Snapshot and Output Parameters it takes just a few minutes.
You should already have a copy of CRM Snapshot downloaded, but if you don’t you can get it here. The next important step is to set up either the Configurable Deep Clone or the Configurable Deep Backup, whichever makes the most sense for your end goal. This is going to be required in order to work with the Output Parameters feature.
Before you can start making edits to the clone, you’ll need to set up a Child Workflow as your next step. Within this step we will be able to change fields in the newly created invoice. You’ll need to give the workflow a name, ideally related to what you’re working on. For our scenario we would call it ‘Update for 2015’ since our main process was called ‘Copy Invoice and Update for 2015’.
Choosing an Entity
Because you’ve selected “clone” for your initial step, two new entities appear when configuring the child workflow. Both of these are Snapshot entities, one is related to the backup snapshot that was automatically taken of the record use to run the initial parent workflow and the other is the clone snapshot that was taken of the newly created record. This is the one you want to select since this snapshot record is related to the new invoice record being updated!
Since we don’t want to update the snapshot itself, but the regarding entity (the new invoice) we need to grab the regarding invoice underneath the primary entity.
From within ‘Set Properties’ we can go into the form for the specific invoice and add data to any fields that are not being cloned from the original record (invoice). In this case we want to update the name of the new invoice to include the new year, 2015. What’s nice is that we can use the built in CRM form assistant functionality to make these updates as dynamic and individually tailored as we’d like!
Activate the workflow, navigate to the record or record view for the entity you are running the workflow on and select all the records you want to run it against….and bingo, you’re done!
Visit our Blog: blog.cobalt.net/snapshot
Follow us @CRMSnapshot
Like us: facebook.com/crmsnapshot
Email us: firstname.lastname@example.org