How to check if Customer field is of type Account or Contact

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Posted on by l.oliver

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Hi,

I have been looking around a bit for my question but haven't had any luck so far.

In my head, this should be pretty straightforward but is giving me trouble...

So I have a Flow where I need to set a variable depending on whether the Customer field is a type of Account or Contact.

I can't get my condition to work properly - it's returning false every run. And I'm 100% sure that the case has an "Account" in the Customer field.

I have tried the following conditions:

Customer (Value)	is equal to	Account
Customer (Value)	is equal to	account
Customer (Value)	is equal to	accounts
Customer (Type)	is equal to	Account
Customer (Type)	is equal to	account
Customer (Type)	is equal to	accounts

Here is a screenshot of my flow.

2020-12-16 12_08_51-Window.png

Can someone please explain to me what I'm doing wrong?

Thanks!

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Building flows

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Paulie78 8,422 Moderator on at

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Go into your run history, check the output of the trigger step "When a record is created, updated or deleted". From that you will be able to find the exact property and value that you need to be matching. If you find that bit and post the result here it will be easy to make your condition.

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l.oliver 147 on at

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Hi,
Thanks for reply.

Here is the case body output:

and here is how I would set the condition:

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Paulie78 8,422 Moderator on at

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based on your screenshot you would expect "accounts" to be an equal match. Try creating a compose step before the condition which just outputs "Customer (Type)" from the dynamic content an call it "customerType". Then you will be able to use that value on the left side of the condition, and also see what it was set to before the condition takes place. The other thing you might try on the right side of the condition is an expression of:
string('accounts')
and see if that produces a different result.

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l.oliver 147 on at

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Thanks for the quick reply.

I have done the following without any luck:

But I'm not too familiar with the "compose" action so I might be misunderstanding something.. 🙂

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Paulie78 8,422 Moderator on at

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You did it correctly, when you look in the run history, what is output of the compose? Did you also try what I mentioned about and put the expression:
string('accounts')
On the right side of the condition?

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l.oliver 147 on at

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This is my compose output:
And when I Click to download it opens up a new "about:blank" webpage. All blank. Really weird..

And yes, I also tried with the string('accounts')

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Verified answer

Paulie78 8,422 Moderator on at

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That explains a lot! 😁
What happens if you put this expression in the compose action:
triggerOutputs()?['body/_customerid_type']
That may not be right, a partial guess as you didn't post your complete output of the trigger action. But might work.

1 people found this reply helpful.

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l.oliver 147 on at

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Thank you very much @Paulie78 !

That expression did the trick!

Would I be able to use that expression directly in the condition? Or do I need the compose step action?

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Paulie78 8,422 Moderator on at

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You do not need the compose step, that was just for troubleshooting/visibility purposes, feel free to delete it and put the expression in the condition.

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shaboo 65 on at

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Find the way to get the customer record for an entity.

Example: I want to get the contact - customer lookup this can be account or contact else blank.
Step 1 : Get the contact record by contact id and select "_parentcustomerid_value" to return at least, can be ignored that will give full list of fields

Step 2 : Run the flow take the output of the flow action from above step and copy body on to Parse Json.
content use out put from get contact details - body & generate sample.

Step 3: Important step to identify customer lookup logical name - Compose date oprator user - body('Parse_JSON')?['_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname that returns lookup logical name in case if you want get the out put as null use coalesce it returns value if blank coalesce(body('Parse_JSON')?['_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname'],'none')

Step 4: Use switch statement and use output of the compose to branch the contact or account else default to get the record values

Step 5: Get contact or account details

If you find useful please thumbs up.

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