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Associating records from one entity to another RRS feed

  • Question

  • Hi all,

    We have a customer with a new entity in CRM for Proposal submissions which has many other new entities associated as 1:N and displayed on sub grids (such as "Project Outcomes") .

    Now, if the Proposal is accepted, we want the Proposal to automatically create a new Project based on Proposal status = Accepted and all data held in the Proposal to be then associated with the new Project.

    From Proposal to Project is easy enough using a WF, but can anyone suggest how we could get the related linked entity records to move from the Proposal to the project?
    Example: Project Outcomes to change the association from the Proposal to a new project when the status of the Proposal Status = Accepted.

    I'm really not sure if this can be done or what could be the best approach.

    thank you,

    Josh

    Tuesday, May 31, 2016 3:08 PM

All replies

  • Hi Josh,

    This functionality can be best achieved with the use for a 'Plugin'. A plugin allows you to execute C# logic, which would in your case set the "Project" lookup field on all "Project Outcomes" that are linked to the original "Proposal".

    Depending on your requirements, it might also be viable to make 'Proposal' and 'Project' the same entity, and simply show/hide the relevant information depending on which Stage it is up to. This would probably make the most sense from a User's perspective and would avoid the need for C# code.

    ~Nathan

    Wednesday, June 1, 2016 3:40 AM
  • You could write a plugin on change of the Status field of the Proposal, in which you could write the logic to associate all the records associated with the Proposal to the newly created Project.

    Hope this helps!

    Thanks,

    Sam


    Inogic | Blog | news@inogic.com

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    Wednesday, June 1, 2016 12:08 PM
  • I suppose you could use a plugin to achieve this...

    (;))


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Wednesday, June 1, 2016 12:33 PM