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Entity not available in Assign Step of Workflow

  • 1.  Entity not available in Assign Step of Workflow

    Posted Dec 18, 2020 05:07 PM

    I have created a new Entity to track some internal requests.  I am trying to create a Workflow on it to assign the record to a specific user based on a lookup field (to another entity) on the record and then email that user that they have something assigned to them.

    When I select the Assign step, I would expect to see this Internal Requests Entity to assign to a user, but I just see 2 related entities.  I don't even see all the related entities I have linked.  

    In other workflows that I have setup Assign steps on, I always see the entity I am dealing with and it works just fine, but this one isn't showing it.

    We are still using CRM 2016 (8.1).

    Any suggestions on what I missed or can change to get it to show the Internal Requests entity in the list? Thank you in advance for any guidance you might have!



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    Nicole Albertson

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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Entity not available in Assign Step of Workflow

    Posted Dec 19, 2020 01:59 AM

    Hi,

    Just check if this entity is an 'organisation' owned or team/user-owned entity.



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    Noor Khemji
    BBox
    Perth
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Entity not available in Assign Step of Workflow

    Posted Dec 21, 2020 10:47 AM

    It is Organization owned, which seems to be the issue as all that work are team/user owned. I have found a few ways to change the ownership including exporting the solution and changing the xml or recreating the entity all together (use XRM toolbox to at least move the fields over to a new one). 

    Is there another better option or a way to do it with it owned by Organization instead?

    Thanks!



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    Nicole Albertson
    Product Manager
    eOne Solutions
    Fargo
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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