I'm very new to dynamics crm, so I'm sorry if the question is a little bit basic.
I created solution. and added 2 entities - questions&answers.
In questions I've 2 roll up fields, one for the average of all the grade fields in answers entity, and the other for calculate how many answers there are to a question.
How can I create the roll up fields? when I click edit, the Realted entity and the Aggreation fields are empty, and I can't add them nothing.
Considering your setup something like below.
Question(Entity) has many Answers(Entity) i.e 1:N relationship. You could have your relationship as N:1 or N:N as well, Provided you have relationship between Question and Answer entity.
Related
I’m using the HasDuplicates trait on my Post custom entity.
The Post has 2 relations:
has many comments
has one author
How can I configure the duplicate functionality in order to duplicate a post record along with its relationships: comments and author?
I see in your documentation that I have the option of excluding relations, but not to include them.
The Varbox\Traits\HasDuplicates automatically duplicates all your eloquent model relationships by default, so that's why there's no option to include any relationships to be duplicated, because they all are duplicated by default.
Also, in the event where you don't want certain relations duplicated (such as belongs to relations), you have the option to exclude them (as you already stated): https://varbox.io/docs/2.x/duplicate-records#exclude-relations
So to answer your questions, you don't need to do anything to include your comments and author relations into the duplication functionality, as they will be included by default.
Suggestion: Depending on your database structure and logic architecture, I think you should consider converting the author relation into a belongs to, instead of has one, but that's up to you.
I'm relatively new to Laravel and currently I am facing this problem:
Let's say I have 3 tables:
Questionnaires
Questions
Answers
The relationships for all of them should be many-to-many. So, I have created two pivot tables:
questionnaire_question
answer_question
However, I have to specify one or more correct answers for each question.
Currently, I have set a 'correct' column in the answer_question pivot table to specify if an answer is correct but this approach does not work for my case...
A specific set of answers could be used to more than one questionnaires and questions that could possibly have different 'correct answers' in each case.
Thus, I was thinking of having a representation of the correct answers to a table where the questionnaire_question id, is associated with many answers.
Is this a concept on the correct path and if so, how could this be accomplished?
I have also considered of Defining Custom Intermediate Table Models as described on the docs, however I am not sure about how this could be implemented in this case where all relations should be many-to-many.
Any help is appreciated!
We are a housing association with a large CRM system (2016 & SP1). We have a new requirement that requires our users to be able to search for people who are current (ie not previous) occupants or residents or who are not residents (eg contractors)
For this purpose, we need to search the Person entity which has a related Tenancy entity. Person has TenancyType field with possible (option set) values Occupant, Resident, Contractor. Tenancy has TenancyStatus field with possible (text) values Current and Previous.
We tried using the following filter criteria in the quick view on the Person entity:
thinking that it would return all people who are not previous residents. However we noticed that it would filter out contractors because contractors do not have related tenancy records.
We needed to change the criteria to return all contractors OR all residents and occupants with no previous tenancy. So we changed it to the following:
at which point we got stuck because we noticed that it was not possible to AND together the second and the third conditions as the third one is a related entity.
We are wondering what the best way is to achieve the above bearing in mind that we do not want a separate view for each condition, eg one for residents, one for none residents, etc.
Any help or suggestion is greatly appreciated.
It is not possible to do this with a single query.
Instead, you can use two queries. If you do not want to do that, then using reports (as suggested by Alex) or a BI-solution would be other possibilities.
Thanks to everyone here who spent time answering my question. The following describes the correct answer:
https://community.dynamics.com/crm/f/117/p/241352/666651#666651
I have a custom entity Stuff and it contains a lookup to Contact. I created a 1:N relation with the latter as primary and the former as related entity.
On the Contact's form I added a subgrid and I only wish to list the instances of Stuff that have the lookup pointing to the currently viewed Contact. However, when I choose Only Related Records, the custom entity isn't in the list (despite it being related via the 1:N relation).
So, I'm using All Record Types, instead, but that shows all the instances of Stuff and not, as I wish, only those that are related to the currently viewed member.
So, what's the best course of action here? Should I do something with the relation? Or build a custom filter in JavaScript? How can I make the Stuff related to Contact if it's at all possible?
The image below shows the available conditions for the related entities. I notice that none of them relates to Contact, though. Do I need to activate it somehow or am I approaching it from a totally wrong angle?
So to give you more detail, you add the grid on the form:
(This is coming from the contact Form edit, after you press add subgrid)
you select there only related records, this are the stuff record i created:
As you can see only 3 of them has a lookup pointing to a valid contact, from there if you look at the grid, is showing only the related ones as you selected during the grid creation:
In any case i update the answer this is how the relationship is defined, and is a simple lookup created from the stuff entity:
I'm new to CRM, and am having difficulties implementing a subgrid onto an account form. I am not a programmer.
I will not bore you with the methods that I have tried to so far; that could take a while. Suffice it to say, I am having no luck.
i have created and imported two sets of records from my SQL database. One set was imported into the standard Accounts entity and the other was imported into a custom entity; let's just call that it Problems.
The relationship between Accounts to Problems is one-to-many. Each Account has a "problemID" and each related Problem has a "problemID" as well.
I need to be able to place a subgrid containing all related Problems onto the Accounts forms. I need to be able to see the old ones and create new ones.
How would YOU handle this?
Many thanks!
For a 1:N relationship between Accounts and Problems you only need a lookup to the Account Entity on the Problem entity. Then you can:
Edit the Account Form
Insert a Sub-grid
Set the sub-grid to look to "Only Related Records" for "Problems"