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Move of value from same field to another field RRS feed

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    Hello,

    how can I do this:

    I have same field in entities "Incident" and i would like to move value of this field to another field (e.g. to "Task"). Something like "Title" field in "Incident" and "Regardind Object Id" in "Task".

    I tried create a relation but not work.

    Thanks for help

    Monday, July 9, 2012 12:49 PM

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    You are trying to create a "mapping/inherit" through an activityparty field. This is not possible.

    The mapping functionality only works on direct relationships.

    If you want the mapping to work on the relationship between incident and task entity you will need to write a custom plugin.

    Alternately you can use a workflow to set the values async.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Monday, July 9, 2012 1:17 PM

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    You are trying to create a "mapping/inherit" through an activityparty field. This is not possible.

    The mapping functionality only works on direct relationships.

    If you want the mapping to work on the relationship between incident and task entity you will need to write a custom plugin.

    Alternately you can use a workflow to set the values async.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Monday, July 9, 2012 1:17 PM
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    If you are refer to copy the value said from incident to task, you can configure the mapping via the customization, but it only apply for on create step.

    regards,
    Toong Yang
    http://eastoceantechnical.blogspot.com/

    Monday, July 9, 2012 1:22 PM
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    Toong... you cant do this on an activtity.. Its not possible to do mappings on the "regarding" field.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Monday, July 9, 2012 1:56 PM
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    My apologies, Rune is right.

    Mapping feature is not applicable for that.

    have to write your own custom plugin

    regards,
    Toong Yang
    http://eastoceantechnical.blogspot.com/

    Tuesday, July 10, 2012 2:48 AM
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    Thanks for answer.

    Is it possible to write this directly in CRM 2011?

    I don't have VS 2010.

    Tuesday, July 10, 2012 7:03 AM
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    No.. For this you will need Visual Studio.

    It needs to be registered as a plugin, which can not be done directly in CRM.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Tuesday, July 10, 2012 7:46 AM