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CRM 2011: Would many-to-one field relationship solve my problem? RRS feed

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    I have set up a yes-no field in the account entity called 'Priority Client .'  My company wants the Priority Client value to show in all case and activity lists and views.  It doesn't look like I can add related entity information to the views the way I can in Advanced Find, so it looks like I'm going to have to add this same Priority Client field to the case, email and other entities individually. 

    I want the Priority Client field to only be updated at the account (parent) level, and I want that value to flow through to all of the children automatically.  Will setting my child entity fields up with a many-to-one relationship with the same field in the account accomplish this? The CRM documentation wasn't clear on this.  If not, what would be the easiest way to get the result I need?

    Thank you,

    Judy S.

    Friday, May 20, 2016 9:29 PM

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    Hi Judy,

    The setup with relationship and field mappings will only push the parent field value at creation (from the parent object). If you want a continous synch you will have to write a plugin to do it since I don't think you can do that sort of thing with a workflow of the top of my head.

    What happens when you try to have it on a public view, that should work if you can get it to happen in an advanced find, sound very strange.

    Regards

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

    Monday, May 23, 2016 6:37 AM
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    You can add related entities fields in activity list view by adding a column in that specific view but the relationship should be many to one.

     

    If you want to add “Priority Client” field to the Activity Lists view then go to Customizations -> Select Activity Entity -> Views -> add columns -> select Record as Regarding (Account)

    Then select “Priority Client” field to add this field in view. As in our example we have added two option “credit hold” field in activity list view as shown in the below screenshot:

    Now you can see this related entities column in activity list view. Same like above you can add this “Priority Client” field in case and other views.

    Thanks,

    Sam

    Inogic | Blog | news@inogic.com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, May 23, 2016 12:07 PM

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  • Question
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    Hi Judy,

    The setup with relationship and field mappings will only push the parent field value at creation (from the parent object). If you want a continous synch you will have to write a plugin to do it since I don't think you can do that sort of thing with a workflow of the top of my head.

    What happens when you try to have it on a public view, that should work if you can get it to happen in an advanced find, sound very strange.

    Regards

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

    Monday, May 23, 2016 6:37 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    You can add related entities fields in activity list view by adding a column in that specific view but the relationship should be many to one.

     

    If you want to add “Priority Client” field to the Activity Lists view then go to Customizations -> Select Activity Entity -> Views -> add columns -> select Record as Regarding (Account)

    Then select “Priority Client” field to add this field in view. As in our example we have added two option “credit hold” field in activity list view as shown in the below screenshot:

    Now you can see this related entities column in activity list view. Same like above you can add this “Priority Client” field in case and other views.

    Thanks,

    Sam

    Inogic | Blog | news@inogic.com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, May 23, 2016 12:07 PM