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  • Question

  • I am creating a custom entity and need to have some fields in there that are from other entities. Here are a couple of examples:

    1) A field to define the "Currency" for the values in that entity.
    2) A field to define the "User" or "Contact" that does something (different from the owner)

    However, when I add a field there are only a few predefined types. How can create a pick list that gets the data from the currency (example 1 above) or from the user list/ contact list (example 2 above)?

    Thanks.
    Thursday, March 18, 2010 8:47 PM

Answers

  • When you add the relationship you automatically have an attribute added that when you place on the form it provides you with a Lookup field. Maybe you have added the wrong type of relationship as you should see this attribute in your attribute list.
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    • Marked as answer by hfaun Thursday, March 18, 2010 11:32 PM
    Thursday, March 18, 2010 10:22 PM
    Moderator

All replies

  • Hi, Hfaun.

    You should create relationship 1 - to - N between your custom entity and currency, User, Contact where your entity will be child entity. When relationships would be created - you will be able to add fields to your entity form.
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    Thursday, March 18, 2010 9:09 PM
    Moderator
  • In order to add a field I first need to add an Attribute that holds the value of the field. However, adding a 1:N relationship does not add this Entity as a type. The only Type available  is nvarchar, picklist, bit, int, float, etc.

    I guess what I would need is some kind of pick list where I chose from a set of object, i.e. users, etc. How do I do that?
    Thursday, March 18, 2010 10:11 PM
  • When you add the relationship you automatically have an attribute added that when you place on the form it provides you with a Lookup field. Maybe you have added the wrong type of relationship as you should see this attribute in your attribute list.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    • Marked as answer by hfaun Thursday, March 18, 2010 11:32 PM
    Thursday, March 18, 2010 10:22 PM
    Moderator
  • Yep, it seems I got the wrong relationship. Also I realized that when you add an money attribute it automatically adds a currency attribute also. That was helpful. Thanks.
    Thursday, March 18, 2010 11:32 PM
  • Yep, it seems I got the wrong relationship. Also I realized that when you add an money attribute it automatically adds a currency attribute also. That was helpful. Thanks.
    Thursday, March 18, 2010 11:32 PM