Cross entity lookup field RRS feed

  • Question

  • Hello,

    I'm trying to setup a series of fields that displayed related entity values that are connected by many-to-one relationships.

    To give you background information:

    My main entity, Brand, is given a value called 'Minor Category'.  'Minor Category' is given a value called 'Mid Category', which is given a value called 'Major Category'.  The relationship between Brand and Minor is many-to-one, Minor to Mid is many-to-one, and Mid to Major is many-to-one.

    The outcome is that once a Minor value is set, the system then maps the Mid and Major automatically.  By clicking through the values in these lookup fields, you can browse all the way to the Major Category for any brand.

    Brand, Minor, Mid and Major are all entities.

    What I would like is for the category values assigned to the Brand (once saved) to be displayed in the Brand entity.  At the moment the Minor displays only, and to see the Mid category the user must click on the lookup field value to see the Minor entity, which contains a lookup field to Mid, etc.  I would like to change this so it is visible in the starting entity, Brand.  I have implemented a view in the Brand entity that displays the mapping from Minor->Mid->Major, but this obviously requires a value change to the Brand, which most of our users do not have permissions to do so.

    Is this possible without any coding? I can forsee that a workflow may be able to pull this data but would prefer not to add additional load to our server.

    Many thanks,


    Thursday, December 19, 2013 10:22 AM