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    I am trying to implement a customer complaints form where against the case I need to record both the Customer the complaint came from and also the 3rd party supplier (if any) that the case may be related to. Both customers and suppliers are held in the Account entity. I can only create a new referential relationship between account and case as a parental and cascading one already exist. What this means is that I can capture the 3rd party supplier in the Case form but if I open the 3rd party supplier record the case is not associated with them. Any ideas of how I could acheive this would be greatly appreciated.

    Regards

    Shaun

    Tuesday, September 28, 2010 9:36 AM

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    Hi Shaun,

    The reason case is not visible when you open 3rd party supplier account record is because the relevant or associated case you view in account screen in based on standard or existing relationship..

    so if you create new relationship it won't get displays in same branch (on account -> cases navigation bar) but you can display this branch seperately by going in to your new relationship in customization area and then change display option to be other then Do not display.

    my suggestion is chnage this to "Use Custom Label" and then set custom lable as "Cases (3rd Party)". once you publish these changes.

    you account screen will display two navigation entry and other one will contain cases for 3rd part..

    Hope this helps.

     

     

    MayankP My Blog My twitter
    • Marked as answer by Shaun Riordan Tuesday, September 28, 2010 2:14 PM
    Tuesday, September 28, 2010 1:05 PM
    Answerer

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    Hi Shaun,

     

    You should add a regular relationship between the case and the account. Yes, you cannot add a second parental relationship, but add just referential one. Anyways, you would have the required relationship. Then add the lookup on the case form and that's it! You will then be able to present the 3rd party supplier on the case as well as present the case in the list of cases for that account.

     

    Kind regards,

    Kuba

    -- Kuba Skałbania, Netwise
    Tuesday, September 28, 2010 11:01 AM
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    you just create a relationship(1:n) between account and case with the normal referential type by providing the required parameters and put on your case form.

     

    Sudhanshu

    • Proposed as answer by yes.sudhanshu Tuesday, September 28, 2010 11:09 AM
    Tuesday, September 28, 2010 11:09 AM
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    Hi Shaun,

    The reason case is not visible when you open 3rd party supplier account record is because the relevant or associated case you view in account screen in based on standard or existing relationship..

    so if you create new relationship it won't get displays in same branch (on account -> cases navigation bar) but you can display this branch seperately by going in to your new relationship in customization area and then change display option to be other then Do not display.

    my suggestion is chnage this to "Use Custom Label" and then set custom lable as "Cases (3rd Party)". once you publish these changes.

    you account screen will display two navigation entry and other one will contain cases for 3rd part..

    Hope this helps.

     

     

    MayankP My Blog My twitter
    • Marked as answer by Shaun Riordan Tuesday, September 28, 2010 2:14 PM
    Tuesday, September 28, 2010 1:05 PM
    Answerer
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    Hi MayankP,

    You are a superstar, thanks very very much.

    Regards

    Shaun

    Tuesday, September 28, 2010 2:14 PM