Relationships and Lookups RRS feed

  • Question

  • I need a little guidance with a custom entity

    I am importing records from a legacy SQL system using SQLCLR. When an entry is made into the legacy system, it updates CRM by means of a vs2010 database project. 

    In accounts are all our current customers. Each customer has a unique 'licence' with us.

    I am creating  a new custom entity 'bank_accounts to import all the bank accounts for each customer. Each customer will have at least 1 bank account, but may have over 100.

    Would i be right thinking that the bank_accounts would have a lookup to the accounts on a N to 1 relationship. how would i do a lookup when creating the bank account in c ?

    Dont ask me .. i dont know

    Monday, July 29, 2013 3:39 PM


  • Hi Pete,

    Your thinking is correct. Create 1:n relationship between Customer(1) and Bank_Accounts(n). 

    ->Create a Lookup for Customers in Bank_Accounts form which means creating 1:n relationship between Customer(1) and Bank_Accounts(n). 

    -> If you want to see all the Bank_Accounts associated to a Customer, create a subgrid in Customer form for the same relationship.

    If helpful, vote as helpful and mark as answer.



    • Marked as answer by Pete Newman Tuesday, July 30, 2013 5:29 PM
    Tuesday, July 30, 2013 5:22 AM