Creating a link between 2 entities
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31 Mayıs 2012 Perşembe 07:15
I have a parental relationship between a custom entity (contract status) and a managed entity (contract).
When a new contract is created, I'm using a workflow to create a new record of the contract status entity. How do I link this contract status entity with contract i.e. the lookup contract status field in contract should be populated with a link to the created contract status entity record ?
Tüm Yanıtlar
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31 Mayıs 2012 Perşembe 07:52
Hi
You should be able to add a lookup field on the contract status entity that is a lookup of type contract. On the workflow you should then be able to populate the lookup field on the contract status entity.
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31 Mayıs 2012 Perşembe 08:47
Hi,
I need it the other way round. A lookup field on contract entity that is lookup of type contract status.
So the creation of a contract triggers the creation of a contract status record. And I want a link to the created record to be included in the contract entity.Any suggestions ?
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31 Mayıs 2012 Perşembe 10:46
This is doable.. but why would you want a contract status for EACH contract.
If you have 100 contracts with the status "New".. then you would have 100 contract statusses called "New"... Wouldnt that be silly?
But it still is possible, since all you need to do is insert a create step and create the new contract status, and then after create and update step on the contract in which you insert the value of the contract status that you just created. There is a dynamic field for this.
Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com
