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crm 4.0 more actions -> edit: relationship mappings not working RRS feed

  • Question

  • Hi,

    if we change a field in the account form, this change will be done for all contacts of this account. This works fine.

    Then I select a few accounts (multiple accounts that all need the same change) and select "More Actions" -> "Edit" and do the same change on the same field. But now the mapping does not work. Why does it not work?

    We need to change up to 1000 accounts and its contacts and want to do it in one step and not sitting someone there and do this changes for each account. 

    Thanks

    Wednesday, July 13, 2011 8:41 AM

Answers

  • Hi,

    Plugin will fire on record Update but not JScript will run into the Bulk Edit because it is a special form and does not support any JScript customizations (regardless of the form event i.e. OnLoad etc)

    Workflow will also fire on the change attribute even, you can create a workflow and use the workflow assembly that i have provided in the above link to update all child related records (Contacts) and its easier to use.

    In CRM 4.0 with minor unsupported customization, the JScript will work in Bulk Editing form. For further information you may refer: http://www.stunnware.com/crm2/topic.aspx?id=BulkEdit


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Wednesday, July 13, 2011 11:48 AM
    • Marked as answer by mycapi Thursday, July 21, 2011 6:54 AM
    Wednesday, July 13, 2011 11:48 AM

All replies

  • Hi,

    Mapping will only work on the time of record creation. It will not work for updation records. You can create simple workflow on Account field attribute update that can call the workflow assembly to update assosiated contact values (you can downlaod and use the free workflow assembly to update all account related contacts on updating the field in Account http://crm40distributewf.codeplex.com/)

    I hope this resolves your problem.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, July 13, 2011 8:54 AM
  • I just found out, we use a plugin, that makes this changes, but the plugin does not fire for the multi-edit. Also all our Js code does not work in the mulit-edit mask. why?
    Wednesday, July 13, 2011 10:24 AM
  • Hi,

    Plugin will fire on record Update but not JScript will run into the Bulk Edit because it is a special form and does not support any JScript customizations (regardless of the form event i.e. OnLoad etc)

    Workflow will also fire on the change attribute even, you can create a workflow and use the workflow assembly that i have provided in the above link to update all child related records (Contacts) and its easier to use.

    In CRM 4.0 with minor unsupported customization, the JScript will work in Bulk Editing form. For further information you may refer: http://www.stunnware.com/crm2/topic.aspx?id=BulkEdit


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Wednesday, July 13, 2011 11:48 AM
    • Marked as answer by mycapi Thursday, July 21, 2011 6:54 AM
    Wednesday, July 13, 2011 11:48 AM