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Associated View Doesn't show data for 1:N Relationship with Account Entity RRS feed

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    I am new to CRM 2011 and pretty new to the forum as well so would appreciate all the assistance I can get.

    I have a very simple scenario. I have a custom Entity called let's say X. This Entity has a relationship with the Account Entity (1:N) i.e. One Account can have Many Xs. The common field between Account Entity and X entity is The Account Number. 

    I added a 1:N Relationship on the Account Entity. The issue that I am seeing is that when I select and Account and click on X under the Related Menu on the left Navigation it doesn't show me related Records from X.

    Am I missing anything? any assistance would be appreciated.

    Thanks
    Zubair

    Sunday, February 24, 2013 3:05 AM

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    Try to change the "associated view" to "view all or active Xs" view. Then you could see the X entities.

    If the answer helped you, remember to mark it as answer.

    Sunday, February 24, 2013 6:05 AM
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    Hi,
    As you mentioned you have a 1:N relationship between the Account and X. Internally this relationship creates a lookup in related entity (which is X) to store and maintain foreign Key reference. So whenever you want to link X with account, this lookup should have data (as account) in it. 

    When you click on X under the related menu on the left navigation and create new X, automatically it will be linked to Account.
    For the existing X you want that to appear under any account, you need to select the appropriate account in the lookup in X records (that you have to expose on the form using customization). 

    Just add the lookup field on the form (X entity) and select the appropriate account in the lookup. It should show all the related X under corresponding account. 

    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, February 25, 2013 5:50 AM

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  • Question
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    Try to change the "associated view" to "view all or active Xs" view. Then you could see the X entities.

    If the answer helped you, remember to mark it as answer.

    Sunday, February 24, 2013 6:05 AM
    Moderator
  • Question
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    Hi,
    As you mentioned you have a 1:N relationship between the Account and X. Internally this relationship creates a lookup in related entity (which is X) to store and maintain foreign Key reference. So whenever you want to link X with account, this lookup should have data (as account) in it. 

    When you click on X under the related menu on the left navigation and create new X, automatically it will be linked to Account.
    For the existing X you want that to appear under any account, you need to select the appropriate account in the lookup in X records (that you have to expose on the form using customization). 

    Just add the lookup field on the form (X entity) and select the appropriate account in the lookup. It should show all the related X under corresponding account. 

    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, February 25, 2013 5:50 AM