Exam PL-200 topic 3 question 27 discussion

Correct Answer is D - The method works and the question does not stipulate any conditions in making this, other than it must use the "Update Record Step". D. 2 Check conditions and if each of them are successful "Update Record Step"

To configure the custom column value in your classic workflow based on the specified conditions, you should: D. Add check conditions to determine if the two columns contain data. Here’s how you can set it up: Add Check Conditions: In your workflow, add a check condition to determine if the Account Number column is not blank. If the Account Number is not blank, update the custom column with the Account Number value. Add Else If Conditions: Add another check condition to determine if the Account Number is blank and the Ticker Symbol is not blank. If the Ticker Symbol is not blank, update the custom column with the Ticker Symbol value. Add Else Condition: If both the Account Number and Ticker Symbol are blank, update the custom column with the value N/A. This approach ensures that the custom column is updated based on the specified conditions without requiring complex expressions or formulas.

Key word is *Classic Workflow*. Correct answer is D.

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/configure-workflow-steps ==> we only use default values if the first and then second column is empty, not for both columns as the first approach as written in C

C https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps?view=op-9-1

In the classic workflow, you can use check conditions to evaluate the values of the Account Number and Ticker Symbol columns. If the Account Number column is not blank, update the custom column with the Account Number value. If the Account Number column is blank but the Ticker Symbol column is not blank, update the custom column with the Ticker Symbol value. If both the Account Number and Ticker Symbol columns are blank, update the custom column with the default value "N/A." Using check conditions allows you to create a logical flow based on the provided conditions.

tanslation: you have just created a classic workflow, add a new step to update the record. now that you have the (custom field) under your nose, set a default value-> right hand side a 'Form Assistant' appears to select the fields, ect you can use dynamic values, select Operator, Look for entity, select the field, add, have a default value set and click ok (it will be added to the field, if you have clicked and thus activated the correct field before.

Relationship Assistant and Form Assistant (right hand pane in CRM 4.0!!) not to be confused

In exam 08/12/2023

The answer is D. Default value is not dynamic in form assistant so you can't set it to equal to another column's valu.e

correct.

ChatGPT answer: D

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps#:~:text=The%20options%20available,to%20be%20used.

D. Add check conditions to determine if the two columns contain data.

Why not B. Add an expression that evaluates the two column values and uses the first populated value or else the default value?

Must be the Form Assistant because its a classical Workflow. "Setting record values": https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps?view=op-9-1

I think formula should work, Coalesce([account name],[ticker],'N/A')