Relationship – Associate From Query

This activity allows you to associate multiple records together on a Many to Many relationship. The record the workflow runs on is one side of the Many to Many relationship, and a query defines the records to associate with it. This supports filtering to just related records.

Input Parameters

Parameter Name Type Description Default
Relationship Name Text The name of the N:N relationship, from the customizations area. {null}
Pick a System View to Use Saved Query record A CRM view which was created as a system view. These are typically included with CRM out of the box or in other solutions. {null}
or pick a Personal View to Use User Query record A CRM view which was created as a personal view. {null}
or enter FetchXML to Use Text A CRM query represented by FetchXML. If you copy and paste it from CRM, make sure to remove all the line breaks before you paste it in or CRM may cut off the text and the query won’t be valie. {null}

Output Parameters

Parameter Name Type Description
# of Relationships Changes Whole Number The number of records associated in this action.