crm 2011 is it possible to skip the entity grid and go straight to the entity form RRS feed

  • Question

  • Greetings.

    A Parent/Child relationship between entity 'A' and entity 'B' is 1:1 (which cannot be set in CRM but bare with me).

    In entity 'A''s form's left navigation, there is a link to 'B'.

    Since there will always be ONLY ONE child to display, is it possible - when click on 'B' - to skip the grid and directly display entity 'B''s form instead?



    • Edited by FrkM Thursday, November 20, 2014 7:36 PM
    Thursday, November 20, 2014 7:32 PM


  • Hi Frank,

    When I've added '1:1' relationships in the past, I remove the links in the left hand navigation and create an inverse relationship that I update with workflow onchange of the other relationship (lookup). Effectively, you end up with a lookup on entity A that points to Entity B and a lookup on entity B that points to entity A, allowing the user to navigate between the two records.

    You don't mention the process by which your users will set this relationship so assume it's set from just one of the 2 entities. If it can be set from 'either side' of the 1:1 then you'll need 2 workflows (trigger on change of each lookup) that has some clever logic to avoid an infinite loop.

    I hope that helps/makes sense!


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    • Proposed as answer by Rob BoyersEditor Thursday, November 20, 2014 9:23 PM
    • Marked as answer by FrkM Friday, November 21, 2014 3:47 PM
    Thursday, November 20, 2014 9:23 PM