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workflowdynamics-crm-2011designer

How can I add a variable number of months to a date using Workflow Designer in CRM2011?

I'd like to do this in the graphical workflow designer witin CRM if possible, rather than resort to XAML or a custom assembly.

I want to set a date in a new record to the value of the corresponding date in another record, incremented by a number of months found in a third (related) record. The application is bumping the renewal date of a membership by the duration of the membership type, which might be 3, 12, 24 or 60 months.

Any help appreciated, including telling me that it can't be done!

Solution

  • It can be done but you need to write a custom workflow activity, this because you need to fetch the related entities to retrieve the value.

    MSDN - Create a Custom Workflow Activity