Issue with Set Lookup Field from Record URL

[ganfer]

Hey Guys,
today I will report my first issue in Github. I hope I can explain the issue in here.

Describe the bug
The Bug occurs when I create a worfklow with branches and update for other entities. In this Workflow I search for contacts based on the email address and then I set the parentcontact in Lead with the URL of the contact I found.

The Proble is, that the Workflows stopped working after the Set Lookup Field from Record URL Step. When I add a "commit" Step (like a dummy update) on Lead entity, it worked well. <- Solution for the issue :-)

To Reproduce
Steps to reproduce the behavior:

1. Set up a record field on contact entity and a workflow which fills out this field
2. Set up a workflow based on Lead entity which makes a query for email address1 and set this URL as Value1
3. Add the Set Lookup Field from Record URL Step on this workflow with value 1
4. Add an update on contact entity

Expected behavior
Expected: That the Update will we done after the field is added - but because the Set Lookup Field opens its own process the update will fail (or stuck in a loop)

Screenshots

Here you can see the error occurs.

Desktop (please complete the following information):

• OS: Windows
• Browser Chrome

TLDR:
I created a workflow on creat of lead which searches based on the emailadress1 if a contact is available or not. If it is, it should set the contact as parentcontact and update the contact. In this extension I have an issue because I used to update contact after Set Lookup Field from Record URL, but it worked after I added a dummy commit step on Lead entity

Expected behavior and actual behavior.

It should set the Lookup without the commit step, actually it is in status "waiting" because of the issue (please see screenshot)

CRM Version - online/onpremise - WorkflowTools version

SaaS Dynamics 365 for Sales

[BoJackson2]

If there is multiple parents, an oob/native workflow won't work because CRM doesn't know which one to update unfortunately. Use Power Automate to "apply to each" or write a custom plugin or action. Hope this helps.

…

On Tue, Nov 14, 2023 at 8:08 AM ganfer ***@***.***> wrote: Hey Guys, today I will report my first issue in Github. I hope I can explain the issue in here. *Describe the bug* The Bug occurs when I create a worfklow with branches and update for other entities. In this Workflow I search for contacts based on the email address and then I set the parentcontact in Lead with the URL of the contact I found. [image: image] <https://user-images.githubusercontent.com/100222172/282780607-86a2f1da-8d65-47e9-a987-a3317ebaf2a2.png> The Proble is, that the Workflows stopped working after the Set Lookup Field from Record URL Step. When I add a "commit" Step (like a dummy update) on Lead entity, it worked well. *To Reproduce* Steps to reproduce the behavior: 1. Set up a record field on contact entity and a workflow which fills out this field 2. Set up a workflow based on Lead entity which makes a query for email address1 and set this URL as Value1 3. Add the Set Lookup Field from Record URL Step on this workflow with value 1 4. Add an update on contact entity *Expected behavior* Expected: That the Update will we done after the field is added - but because the Set Lookup Field opens its own process the update will fail (or stuck in a loop) *Screenshots* [image: image] <https://user-images.githubusercontent.com/100222172/282783014-98cd638b-0e38-4599-a404-b0332c70d4b1.png> Here you can see the error occurs. *Desktop (please complete the following information):* - OS: Windows - Browser Chrome *TLDR:* I created a workflow on creat of lead which searches based on the emailadress1 if a contact is available or not. If it is, it should set the contact as parentcontact and update the contact. In this extension I have an issue because I used to update contact after Set Lookup Field from Record URL, but it worked after I added a dummy commit step on Lead entity Expected behavior and actual behavior. Steps to reproduce the problem (screenshots are really usefull) CRM Version - online/onpremise - WorkflowTools version newest Version — Reply to this email directly, view it on GitHub <#280>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ACXQH2J4ZX5OIH6MXHKKY3TYENUMFAVCNFSM6AAAAAA7KY5EBKVHI2DSMVQWIX3LMV43ASLTON2WKOZRHE4TENZRGI2TENY> . You are receiving this because you are subscribed to this thread.Message ID: ***@***.***>

-- Jeffrey Orris Enterprise Application Technology and Strategy Microsoft Certified Professional, MS Dynamics B.S. Computer Information Systems-December 2014 B.S. Supply Chain Management-December 2014 W.P. Carey School of Business Arizona State University 480-232-5374 480-788-1584 ***@***.***