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Self Referencing Lookups

Question
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Hi All,
In my quest to build a custom IT Helpdesk I believe I need to use a 'Self Referencing Lookup' (is this also know as an N:N Relationship?)
Basically my ticket form will follow ITIL Guidlines of Prioritizing and Categorizing. In terms of categorizing I want the following fields
- Issue Type
- Sub-Issue Type
- Skill
Issue type may be 'Hardware Problems' then sub type could by 'Printer' or 'Mouse' and Skill would be 'Hardware Skills'
Do I set up an entity called Category then 3 more entities called issue, sub issue and skill then use lookup fields on the category entity to build the categories linking to the other entities?
How would I add the fields to the ticket form, I would like to be able to pick the 'Issue Type' and then the Sub-Issue and Skill be filtered based on the selection.
Any help and guidland on this would be greatly appreciated.
Regards
David Hodgson
Add me on Twitter and LinkedIn
www.infinitygroup.co.ukWednesday, November 9, 2011 12:58 PM
Answers
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Proably this will help you
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17873
MSDYCRM40_Demonstration Tools will let you set Dependent Picklists.
Although its CRM 4.0 utility but it works pefectly in CRM 2011.
hth
MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta)- Proposed as answer by Philippe LEAL Monday, November 14, 2011 12:09 PM
- Marked as answer by DavidHodgson Tuesday, November 15, 2011 2:09 PM
Thursday, November 10, 2011 9:54 PM
All replies
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If I had to implement this kind of feature, I will create 3 entities (one for each level). This ensure that each level is at its right place.
In CRM 2011, you can filter the lookup field. Then you will be able to only display Sub-Issue Type related to the previously selected Issue Type. Same when selecting the Skill related to the Sub-Issue Type.
If you have time, you can also develop a kind of treeview to select the Skill. Then it could auto populate the Sub-Issue Type and the Issue Type
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updaterWednesday, November 9, 2011 4:36 PMModerator -
Hi Tanguy,
Thank you for your input, I dont want to automatically populate the sub-issue type however based on the selection from the first two fields I would like to automatically populate the skill field.
Any other ideas?
David Hodgson
Add me on Twitter and LinkedIn
www.infinitygroup.co.ukWednesday, November 9, 2011 4:54 PM -
I have developed CRM 2011 WebResource Utility which give TreeView control for Self-Joined entities.
You can have a single entity with Self Join and render the data from this entity as TreeView on Child Form
You can see the Demo on my blog http://myencounterwithcrm.wordpress.com/2011/10/27/crm-2011treeview-control/
I have uploaded this as managed solution on CodePlex http://crmtreeviewforlookup.codeplex.com/
HTH
MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta)Thursday, November 10, 2011 9:42 AM -
Hi Makarand,
Thanks for your input but I am not sure this is entirely what I am looking for, I want to select from drop down one and then drop down two which is filtered by the selection of drop down one and based on the skill listed for those two options field three should be auto populated.
Can you elaborate how your solution would enable this?
Thanks
David Hodgson
Add me on Twitter and LinkedIn
www.infinitygroup.co.ukThursday, November 10, 2011 8:17 PM -
Hi David,
As I understand you want "dependent" picklists, that is items in child picklist should be control by selection of Parent picklist.
My approach to this feature is, presenting dependent picklist in a form of TreeView structure. TreeView gives same dependency as you want in Picklist.
In order to use TreeView, first you have to map depedency between Parent Picklist items and Child Picklist items, once mapped TreeView control uses this Mapping to showup on Form.
Whatever user selects from TreeView is automatically populated into Picklist attribute on Form.
Hope this answers your queries. You can see small Demo at http://youtu.be/GN11OuCUsJY, this demo has dependent Picklist upto 4 levels. In your case you would need just 2 levels.
MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta)Thursday, November 10, 2011 9:29 PM -
Thanks Makarand,
It sounds interesting but I am not sure about the treeview part, I just wanted simple drop downs, your solution appears to take up a lot of a page or am I missing something?
Regards
David Hodgson
Add me on Twitter and LinkedIn
www.infinitygroup.co.ukThursday, November 10, 2011 9:38 PM -
Proably this will help you
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17873
MSDYCRM40_Demonstration Tools will let you set Dependent Picklists.
Although its CRM 4.0 utility but it works pefectly in CRM 2011.
hth
MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta)- Proposed as answer by Philippe LEAL Monday, November 14, 2011 12:09 PM
- Marked as answer by DavidHodgson Tuesday, November 15, 2011 2:09 PM
Thursday, November 10, 2011 9:54 PM -
Hi,
WOW I am totally confused now. I have come across the c360 ITSM solution that does exactly what I am trying to do, is anyone familiar with it that can tell me how they achieved it?
Thanks
David Hodgson
Add me on Twitter and LinkedIn
www.infinitygroup.co.ukFriday, November 11, 2011 2:58 PM