Monday, October 17, 2011

MSCRM 2011: Operators in a Workflow

There are 6 different operators that can be used in an MSCRM 2011 Workflow:

* Set to: This operator is used to set the value of the field of any data type.
* A new operator introduced in CRM 2011 – Append with: This operator can only be used with text field. It will append specified field's value or the default value to the existing value.
* Clear: This operator can be used with all data types. This will clear the field's value.
* Increment by: This operator can only be used with decimal fields. This will increment the existing value with the specified field's value or default value.
* Decrement by: This operator can only be used with decimal fields. This will decrement the existing value with the specified field's value or default value.
* Multiply by: This operator can only be used with decimal fields. This will multiply the existing value with the specified field's value or default value.

Bulk or Mass edit is a great feature in CRM that allows us to edit multiple records at a time. However, it will only allow you to set the value, you cannot perform the above operations in bulk edit. With the help of workflows, we can perform the above operations on multiple records.

5 comments:

Juan Trujillo said...
This comment has been removed by the author.
Geri Rizzuto said...

Yes Juan.. You can choose to Increment By and then instead of choosing a field to add to the Entity field, put a 1 in the default value.

Juan Trujillo said...

Thank you Geri. I have another question, Is it possible to do something like "[Today] + 1" day on a Date field using a workflow ?

Geri Rizzuto said...

Yes, you can add to a date field by choosing to Set the field for a time period after a specific Date (such as Created On).

See the link below for a good example of this.

http://social.microsoft.com/Forums/en/crm/thread/e78db5cf-e4d1-42ad-8300-002cfd711e0d

Hope this helps!

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