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CRM 2013 Dialog - Create record and relate to Parent record RRS feed

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    Hi,

    I have created a dialog on header (parent) entity . In the Dialog I want to create a new record for child entity and relate to Parent entity. Could anyone please let me know if it is possible.

    Saturday, November 1, 2014 3:13 AM

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    Hi,

    Sure, all you need to do is populate the lookup field that represents your relationship to the parent entity in your 'create' step in your dialog with the primary field of the primary entity in the form assistant (control on the left hand side when editing the properties of your create step). In my screenshot, this would be the values to link the account (parent) to a child record that has a lookup to the account.

    Rob

    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Saturday, November 1, 2014 7:38 PM
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    Hi Rob,

    Thanks for your reply. Could you please also let me know whether is there a way to pass the values from the form to the dialog .

    Sunday, November 2, 2014 3:22 AM