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difference between the area include "this record only" and "related regarding records"

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hi forum!

can anyone explain the difference between the area include "this record only" and "related regarding records" in the view section for example in an account and then on the orders....

for example the diagrams will only show up if i choose "this record only"

thanks for your hints.

Friday, April 1, 2011 11:55 AM

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Hello, I just had the same question from someone at work but related to this "includes" from the opportunity menu on the account. I will call account = xyz

It works like this:

1.)this record only -- Any opportunity that has the account xyz as customer shows here.
2.)related regarding records -- Any opportunity that has the account xyz as customer or a contact where parent account = account xyz
3.) All Affilaited Records -- Any opportunity where the account xyz has a relationship role between the opportunity and another account or contact.

For example: If the account has a type = Partner and an organization wants to track which Partner is associated with which opportunities then on the active opportunity setting a Relationship btween the Partner account would associate a partner account to an opportunity.

Then on the Partner's Account records when clicking on opportunity in the menu and changing inclue: Affiliate Records then we would see the opportunity that is has account xyz as customer and Partner has a relationship on it.

On accounts opporunity menu point we have coded out All Affiliated Records and Related Regarding Records where account type = customers as we do not sell to contacts and where accounts type= partners is shows All affilated records as defualt.

I hope this helps, I will supply some screen dumps later today.

Patrick Kitchell

Patrick Kitchell MS Business Professional CRM Manager Sitecore http://www.sitecore.net
- Marked as answer by CRMBE Wednesday, April 6, 2011 2:32 PM
Sunday, April 3, 2011 6:05 AM
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For an account, it is often desirable to see, for example, activities associated with the account's contacts, opportunities, cases and so on in the one screen. Selecting "related regarding records" gives you this. If you only want to see activities directly regarding the account, "this record only" is the right choice.

Leon Tribe

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- Proposed as answer by Leon TribeMVP Friday, April 1, 2011 12:17 PM
- Marked as answer by CRMBE Friday, April 1, 2011 12:59 PM
Friday, April 1, 2011 12:16 PM

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For an account, it is often desirable to see, for example, activities associated with the account's contacts, opportunities, cases and so on in the one screen. Selecting "related regarding records" gives you this. If you only want to see activities directly regarding the account, "this record only" is the right choice.

Leon Tribe

Want to hear me talk about all things CRM? Check out my blog

http://leontribe.blogspot.com/

or hear me tweet http://www.twitter.com/leontribe

I've been nominated for Dynamic's Top 100 Most Influential. If you feel I've been an influence, vote here

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Proposed as answer by Leon TribeMVP Friday, April 1, 2011 12:17 PM
- Marked as answer by CRMBE Friday, April 1, 2011 12:59 PM
Friday, April 1, 2011 12:16 PM
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thanks leon!

so can we set this selection for standard?

so in that case it's clear that the diagram only shows up with "this record only"! ;-)

Friday, April 1, 2011 12:20 PM
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That would require some jscript which is beyond my mortal powers but hopefully others can assist.

Leon Tribe

Want to hear me talk about all things CRM? Check out my blog

http://leontribe.blogspot.com/

or hear me tweet http://www.twitter.com/leontribe

I've been nominated for Dynamic's Top 100 Most Influential. If you feel I've been an influence, vote here

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

Friday, April 1, 2011 12:39 PM
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Hello, I just had the same question from someone at work but related to this "includes" from the opportunity menu on the account. I will call account = xyz

It works like this:

1.)this record only -- Any opportunity that has the account xyz as customer shows here.
2.)related regarding records -- Any opportunity that has the account xyz as customer or a contact where parent account = account xyz
3.) All Affilaited Records -- Any opportunity where the account xyz has a relationship role between the opportunity and another account or contact.

For example: If the account has a type = Partner and an organization wants to track which Partner is associated with which opportunities then on the active opportunity setting a Relationship btween the Partner account would associate a partner account to an opportunity.

Then on the Partner's Account records when clicking on opportunity in the menu and changing inclue: Affiliate Records then we would see the opportunity that is has account xyz as customer and Partner has a relationship on it.

On accounts opporunity menu point we have coded out All Affiliated Records and Related Regarding Records where account type = customers as we do not sell to contacts and where accounts type= partners is shows All affilated records as defualt.

I hope this helps, I will supply some screen dumps later today.

Patrick Kitchell

Patrick Kitchell MS Business Professional CRM Manager Sitecore http://www.sitecore.net
- Marked as answer by CRMBE Wednesday, April 6, 2011 2:32 PM
Sunday, April 3, 2011 6:05 AM
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Hi Patrick

Thanks for your reply!

Do you have some code examples or screen shots? I'm looking forward having "this record only" as standard...

Wednesday, April 6, 2011 2:33 PM

//=======================

//Set Activities History and Active = ALL

//========================

//Activity scheduledend options 

var ActivityOptions = 

{ 

 All : "All",

 Overdue :"Overdue", 

 Today :"Today", 

 Tomorrow :"Tomorrow", 

 Next7Days :"NextXDays;7", 

 Next30Days :"NextXDays;30", 

 Next90Days :"NextXDays;90", 

 Next6Months :"NextXMonths;6" 

} 



//Activity History actualend options 

var HistoryOptions = 

{ 

 All : "All",

 Today : "Today", 

 Yesterday : "Yesterday", 

 Last7Days : "LastXDays;7", 

 Last30Days : "LastXDays;30", 

 Last90Days : "LastXDays;90", 

 Last6Months : "LastXMonths;6", 

 Last12Months: "LastXMonths;12" 

} 



var _loadarea = loadArea; 

loadArea = function(sArea, sParams, sUrl, bIsvMode) 

{ 

 //load the iframe 

 _loadarea(sArea, sParams, sUrl, bIsvMode); 

 

 if( sArea != "areaActivityHistory" && 

  sArea != "areaActivities" && 

  sArea != "areaOpps" ) return;



 //create the iframe object 

 var iframe = document.getElementById(sArea + "Frame"); 

 //wait until the iframe is fully loaded ("complete") 

 iframe.onreadystatechange = function() 

 { 

 if( iframe.readyState == "complete") 

 { 

  var picklist,option; 

  //reference to the iframe document 

  var iframeDoc = iframe.contentWindow.document; 

  switch(sArea) 

  { 

  case "areaActivityHistory": 

  picklist = iframeDoc.all.actualend[0]; 

  /* SETS ACTIVITIES TO ALL*/ 

  option = HistoryOptions.All; 

  break; 



  case "areaActivities": 

  picklist = iframeDoc.all.scheduledend[0]; 

  /* SETS HISTORY TO ALL */ 

  option = ActivityOptions.All; 

  break; 



/* Opportunity to THis RECORD ONLY */ 

  case "areaOpps": 

  picklist = iframeDoc.all.ViewControl; 

  picklist.remove(1);

  option = "ImmediateRelatedView"; 

  break; 



  default: return; 

  } 

  picklist.value = option; 

  picklist.FireOnChange(); 

 } 

 } 

}

Let me first start by saying that code is not mine, I have found on the internet and it does the following

Sets Activities to equal ALL <--instead of 30 days or whatever

Sets History to equal ALL

Sets Opportunities associate view on account = This Record only.

The view attribute found the IE developer tool is this references: option = "ImmediateRelatedView"; (This Record Only)

Also the option for Related "Regarding"Record has been removed via: picklist.remove(1);

Patrick Kitchell MS Business Professional CRM Manager Sitecore http://www.sitecore.net

Proposed as answer by andhe Tuesday, April 12, 2011 7:59 AM

Wednesday, April 6, 2011 7:57 PM

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does it really works ???

i tested it but no results

Thursday, November 29, 2012 7:56 AM

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difference between the area include "this record only" and "related regarding records"

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