Link a new entity to Account / Order or Opportunity

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  Basic process:

  1. Create new entity (Shipments)
  2. Create a new relationship
     (Note :You can either create N:1 relationships from the child, or go to each parent entity and create 1:N relationships)
  3. For this relationship, the behavior will likely be Referential
  4. The Relationship Attribute fields are describing the new link field that will be created in the child-entity (Shipments) when you save this new relationship
  5. Once you save the new relationship, the new entity (Shipments) will appear in the left pane of the parent entity Main Application Form.

  Friday, April 9, 2010 6:03 PM
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  You can only set up a relationship to one other entity. The Activity's Regarding lookup is a very special (and hardcoded) exception that is not available for configuration. The best you could do is set up multiple relationships and have them appear and disappear with jscript.

  Leon Tribe

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  Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

  • Proposed as answer by Leon TribeMVP Saturday, April 10, 2010 3:04 AM
  • Marked as answer by J Wagner Saturday, April 10, 2010 7:44 PM

  Saturday, April 10, 2010 3:04 AM
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  Makes sense, I'll just display all fields and populate according to the entry point.

  Thanks 

  Saturday, April 10, 2010 7:45 PM