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!

有帮助吗?

解决方案

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

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