I have a problem that I'm trying to solve...
I am creating an expenses handler in CRM 4.0.
I have created 2 custom entities:
Expense Claim Item
What I would like to do is create a form on the Expense Claim that gathers general information, then move to a new tab to enter the items in (1 to many relationship).
I have created the relationships but cannot figure out how to get the Claim Items into the second tab. The only fields that seem to be available are the Expense Claim ones.
If anyone can offer me any tips at all then I would be grateful.
Since you have created the relationship, you can display the child entity in an iframe on the parent form (on a tab, as you describe).
See the instuctions on the Stunnware blog on how to do this: