BPM5 Documentation - Manually Determine which Attributes to Populate with Data Item Values, Expression Results, or Literal Values

To manually determine which attributes to populate with data item values expression results, literal values, or date and time values, complete the following steps:

Check out and open the process you want to edit.
Open the Create CRM Records activity that you previously configured and now want to edit.
Click the Attribute Mapping tab. The corresponding screen is displayed.
Select the Manually Map Attribute Values check box.

Note:

Select the Show required attributes only check box, if you want only the required attributes to be listed in the Attribute field.
In the Attribute field, click the CRM Attribute editor icon. A drop-down list of attributes is displayed.
Select the appropriate attribute. The selected attribute’s name and the corresponding data type are displayed in the respective fields.
In the Value field, select the appropriate input field editor and set the field to a value you want to map to the attribute.

Note:

Add more mappings by clicking the plus sign (+) until you have mapped all of the required fields for the selected entity. Use the minus sign (-) to remove a mapping.
To add additional, option attributes, unselect the Show required attributes only and map additional attributes to values using the same actions in steps 6-8.
Click OK. You configured the activity to manually determine which attributes to populate with data item values expression results, literal values, or date and time.

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Create CRM Records

Last modified at 7/31/2020 11:40 AM

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Manually Determine which Attributes to Populate with Data Item Values, Expression Results, or Literal Values