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Adding a field to a form from a relate entity RRS feed

  • Question

  • This seems like something that would be simple, yet I can't figure it out. I've got a 1:N relationship between two entities. I want to display data fields from Entity B in the Main Application Form of Entity A.

    Anyone know how to do this?

    Thursday, July 1, 2010 5:05 PM

Answers

  • Hi,

    In Dynamics CRM 4.0 you cannot present values from related entities on the main entity form in a direct way. However, as Donna suggested, you may use workflow. The other ways to accomplish your task:

    • create additional fields on the main entity - they will contain the values that you want to present. Then update them via a plugin whenever the related entity is updated. Present the fields directly on the main entity's form
    • create an iframe and a very simple page that will present the required data in the ASP.net fields

     

    I hope that helps,

    Kuba Skalbania

     


    -- Kuba Skałbania, Netwise
    • Marked as answer by Jim Glass Jr Friday, July 2, 2010 4:09 PM
    Thursday, July 1, 2010 11:39 PM

All replies

  • You can try leveraging workflows or use javascript to update the fields.  It depends on your preference. 

    Regards, Donna

            Windows Live Blog

    Thursday, July 1, 2010 5:35 PM
  • Hi,

    In Dynamics CRM 4.0 you cannot present values from related entities on the main entity form in a direct way. However, as Donna suggested, you may use workflow. The other ways to accomplish your task:

    • create additional fields on the main entity - they will contain the values that you want to present. Then update them via a plugin whenever the related entity is updated. Present the fields directly on the main entity's form
    • create an iframe and a very simple page that will present the required data in the ASP.net fields

     

    I hope that helps,

    Kuba Skalbania

     


    -- Kuba Skałbania, Netwise
    • Marked as answer by Jim Glass Jr Friday, July 2, 2010 4:09 PM
    Thursday, July 1, 2010 11:39 PM
  • Hi,

    In addition to above answer you can also use JS to fetch for that

    refer for the same

    http://msdn.microsoft.com/en-us/library/cc677076.aspx


    Mahain
    Friday, July 2, 2010 8:06 AM
  • If you are trying to display fields from the parent record on the child record, then you also have the option of mapping which can be configured from where you set the 1:N relationship. However, the mapping only kicks in if you create the child record in the context of the parent.

    Leon tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    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 Tuesday, July 13, 2010 1:39 PM
    Tuesday, July 13, 2010 1:39 PM