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Parental relationship Custom Entity to Contact RRS feed

  • Question

  • Hello.

    I am having trouble creating a Parental relationship between my New entity and Contact. I get this error: 

    "The related entity has already been configured with a parental relationship..Select the referential relationship type."

    In the error log I see "Entity: Contact is parented to Entity with id: ..." The Id corresponds to Contact entity itself.  Sure enough there is Parental Relationship between Contact and Contact. What does this all mean?

    I appreciate your help.

    Lana


    Lana Feldman


    • Edited by lana7220 Thursday, August 23, 2012 8:01 PM
    Thursday, August 23, 2012 8:00 PM

Answers

  • Hmm I see your problem. Even if you change the two parental relationships (the two 'customer' relationships) to configurable cascading, you still can't create a custom one with configurable cascading. I think you may be stuck here. You may need to create a plugin on your custom entity which shares its child contacts whenever it is assigned or shared.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, August 23, 2012 9:08 PM
    Answerer

All replies

  • Hi Lana,

    You are not allowed to create a parental relationship between a custom entity and a system entity such as contact. Use the 'Configurable Cascading' relationship type and set this with your desired behaviour.

    For more information, click on the CRM help and search for 'Understanding Hierarchical Entity Relationships'.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, August 23, 2012 8:15 PM
    Answerer
  • I tried that, but get the same error. I need to establish 'Cascade All' for sharing. What do I do?

    Lana Feldman

    Thursday, August 23, 2012 8:18 PM
  • Hmm I see your problem. Even if you change the two parental relationships (the two 'customer' relationships) to configurable cascading, you still can't create a custom one with configurable cascading. I think you may be stuck here. You may need to create a plugin on your custom entity which shares its child contacts whenever it is assigned or shared.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, August 23, 2012 9:08 PM
    Answerer
  • I am surprised that this is not possible to configure out-of-the-box. Many custom entities would need relationship to Contacts. And these contacts need to be visible to all users who can see the parent Entity. 

    I have a work around with a workflow that will fire and share a contact if it belongs to my custom Entity. But I was hoping to avoid overhead. 

    Please let me know if you have other ideas to try. Thank you.


    Lana Feldman

    Thursday, August 23, 2012 9:23 PM