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Automatically Determine which Attributes to Populate with Data Item Values

To allow the Process Engine to automatically determine which entity attributes to populate with data item values when creating the entity, complete the following steps:
  1. Check out and open the process you want to edit.

  2. Open the Create CRM Records activity that you previously configured and now want to edit.

  3. Click the Attribute Mapping tab. The corresponding screen is displayed.

  4. Select the Automatically Map Attribute Values check box.

    Note:
    If you also manual map data items, then those manual mappings may override any automatic mappings that the Process Engine finds.
     

  5. Click OK. You configured the activity to allow the Process Engine to automatically determine which attributes to populate with data item values.
Related Topics
Add a CRM Entity
Create Multiple CRM Entities
Manually Determine which Attributes to Populate with Data Item Values, Expression Results, or Literal Values
Save the CRM Record IDs to a Data Item

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Create CRM Records
Last modified at 7/31/2020 11:09 AM