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uypham
Frequent Visitor

Update record's status based on a yes/no field on contact entity

I have a custom entity (Member) that populates information from the contact entity. 

 

On the contact form, I have a custom field - Member that is set as Yes/no choices. When a contact is created, and the Member field is set to Yes, the new record is created on the Member entity (with the same information from the contact entity). 

 

I'm looking for a way that when users change the Member field to No on the contact form, the status of the member record that has the same information (lastname, firstname, email) is changed to Inactive. 

 

Thank you for your help!

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-xiaochen-msft
Community Support
Community Support

Hi @uypham ,

 

If you want to change the data of one entity and automatically modify the data of another entity, I suggest you create a flow.

 

I made a sample for you:

 

The first entity 'contact' where the column 'Member' is a yes/no field.

vxiaochenmsft_0-1667541098352.png

 

Create a second entity called 'Member'.

vxiaochenmsft_1-1667541098355.png

 

Create a flow and set the trigger as follows. The flow is triggered when the entity 'contact' is modified.

vxiaochenmsft_2-1667541098359.png

 

 

Set the condition

vxiaochenmsft_3-1667541098360.png

 

 

If the column 'Member' in contact is 'No', gets the row to be modified in the entity 'Member' based on the information(firstname,lastname,email).

vxiaochenmsft_4-1667541098369.png

 

 

Then modify the status of the row.

vxiaochenmsft_5-1667541098379.png

 

 

Modify the data of the entity 'contact' to trigger the flow.

vxiaochenmsft_6-1667541098381.png

 

vxiaochenmsft_7-1667541098383.png

 

Best Regards,

Wearsky

View solution in original post

1 REPLY 1
v-xiaochen-msft
Community Support
Community Support

Hi @uypham ,

 

If you want to change the data of one entity and automatically modify the data of another entity, I suggest you create a flow.

 

I made a sample for you:

 

The first entity 'contact' where the column 'Member' is a yes/no field.

vxiaochenmsft_0-1667541098352.png

 

Create a second entity called 'Member'.

vxiaochenmsft_1-1667541098355.png

 

Create a flow and set the trigger as follows. The flow is triggered when the entity 'contact' is modified.

vxiaochenmsft_2-1667541098359.png

 

 

Set the condition

vxiaochenmsft_3-1667541098360.png

 

 

If the column 'Member' in contact is 'No', gets the row to be modified in the entity 'Member' based on the information(firstname,lastname,email).

vxiaochenmsft_4-1667541098369.png

 

 

Then modify the status of the row.

vxiaochenmsft_5-1667541098379.png

 

 

Modify the data of the entity 'contact' to trigger the flow.

vxiaochenmsft_6-1667541098381.png

 

vxiaochenmsft_7-1667541098383.png

 

Best Regards,

Wearsky

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