Add or change dynamic values in a workflow

Can I do this task?

You can use dynamic values A placeholder that inserts text into a Microsoft Dynamics CRM record automatically. You can set dynamic values for the entities or records in a workflow only by using the Form Assistant pane. in the entities Structures used to manage data. Microsoft Dynamics CRM entities include Account, Case, and Activity. or records Entries in the Microsoft Dynamics CRM database that store all the information about specific items, such as contacts. Records are like individual index cards in an index-card filing system. You can view basic information about records in a list, and you can view or change detailed information about records in a form. that you use in a process (workflow or dialog), as well as in the conditions Elements of workflow logic that define specific situations and any actions that should be taken when the situations occur. A logical "if-then" statement in a workflow. in your workflow logic All of the conditions, actions, and other logical elements that define when and how a particular workflow takes action on Microsoft Dynamics CRM records. that you include in your process.

1. In the Navigation Pane, click Settings, and then under Process Center, click Processes.
2. Open the workflow or dialog that includes fields where you want to use dynamic values.
3. If you want to add dynamic values to fields in a workflow or dialog condition, open the condition that includes the fields.

   - OR -

   If you want to add dynamic values to fields in an entity or record that a workflow action An element of workflow logic that specifies the action that should be performed by workflow jobs when conditions defined in the workflow have been met. uses, click Set Properties for that entity or record.

4. If the Form Assistant pane is not displayed, click the Expand button .
5. Click the field where you want to insert a dynamic value.
6. Under Dynamic Values in the Form Assistant pane, from the Operator list, select a logical operator An element of logic that affects the outcome of a logical expression. Examples of logical operators include Equals and Contains. In Microsoft Dynamics CRM, logical operators are used in Advanced Find queries, as well as in workflow conditions and dynamic values..
7. From the first list under Look for, select the entity or record that includes the fields A property of an entity with a specific data type. Fields are analogous to columns in a database table. When they are added to an entity form, they are displayed as fields that correspond to their data type. you want to insert as dynamic values.
8. From the second list under Look for, select the specific field you want to insert, and then click Add.
9. If you want Microsoft Dynamics CRM to insert alternative values in cases when the field you specified in steps 4 through 6 is empty, repeat these steps to add additional fields, and then use the Move Up and Move Down buttons to arrange them in the order that you want Microsoft Dynamics CRM to evaluate them.
10. If you want Microsoft Dynamics CRM to insert static text when none of the fields you have specified contain any data, in the Default text box, type the text that you want Microsoft Dynamics CRM to display instead of a dynamic value.
11. Click OK.

    The dynamic values appear as yellow boxes in the fields where you inserted them.

12. In the form for the entity, record, or conditions used in your workflow or dialog, click Save and Close.
13. In the Process Logic area, click Save or Save and Close.

Note

You cannot edit dynamic values that you have already inserted in a field. To change a dynamic value, you must remove the old value and add a new one. Select the yellow box in the field for the value you want to change, press the Delete key on your keyboard, and then add the dynamic value you want to use in its place.