The tentative goal is to allow form pre-population from Project entity to related Document entity. Notice that both are custom entities. The relationship between Project and Document is set properly:
And the mappings for this relationship are also set:
However, when we try to create a new Document for an existing Project. The fields are empty:
Why is the pre-population not working?
The out of box workings for mapping only works in the case of creating a record from a grid. If you're not doing this, you won't get the mapping.
Related
Our particular situation is that we have a DateOnly field and would like to change it to DateTime field supporting also the time portion. The operation is not allowed in UI and it's also stated in the documentation. Hence, I excepted deleting the field and recreating it with the new setting would work.
However when I try to create the field with the same name the Duplicate Field Name error is thrown. I've read the column actually still exists behind in the DB.
Of course, I could create a field with a new name but it would require changing all related workflows and code customizations.
Is there a way how to overcome this issue?
Deleting and recreating an attribute with the same name but different type should work - of course with the caveat that you have to remove all dependencies before deleting the attribute and recreate them with the new attribute.
The Duplicate Field Name error seems to indicate that the field still exists - perhaps the entity needs to be published after deleting.
You may also find the XrmToolbox tool Attribute Manager helpful.
It allows you to migrate an attribute and its data to a new attribute.
I have added a field to the Contact entity called Website Downloads. This field is updated every time a client clicks on our website but what I want to do is have a sub grid within the Contact form that shows what this entry is each time it's updated. Then I ideally need this in a view with the contacts name and a list of the downloads so I can do an advanced find on the field. Any ideas please. PS I have tried to add a new entity that links to this field but the problem is you cannot do an OR on an Advanced find for 2 separate entities so back to square one.
Already tried a new entity but this won't work as you cannot do an OR on an Advanced Find for 2 entities.
I think you are on right track. You need a related entity to capture all the website hits, then you need a rollup field on contact record to sum up the hits.
So the associated records can be listed in a subgrid on contact form, also Advanced find queries can be done.
Rollup field can be an OOB field but it has timely job to calculate, if you want immediate rollup result it can be a custom field & plugin to accumulate.
I am in the process of modifying forms to account for V9 of Dynamics which is being rolled out currently.
Our environment is using Dialogs but these are being deprecated with V9 which means we have to prepare the forms to be used instead of these Dialogs.
Due to how fragmented our solution is the data is all over the place in different entities and can all be written too at different times.
Is it possible to have multiple entities/records on the same form which are all editable? This way I can run rules to hide and show as people edit specific fields.
From what I can identify, there is no "true" way to achieve this. However, if there are entities which are linked via a relationship within the solution, it is possible to add the "Party List" type field to the form and this will act as the link between the two entities. When you go to search for an existing record within the related entity, there is a new button which allows you too create a new record of that entity which directly associated with the form you were working on initially.
We do have editable subgrids. Add the subgrids of related entities & allow users to edit the related records in main record form at one shot.
Is it possible to set null/blank lookup values on relationships in CRM 2011 when they open from the parental/referrential entity?
Example, if you create a new 1:N relationship between the entities opportunity and account holding an agency value. When creating a new opportunity from an account, this account is prefilled in both the potential customer lookup field and the agency lookup field.
This can easily be remedied with a javscript, clearing the field onload, but can this be done earlier, in the attribute mapping, or is it always a post-fix to correct the default action?
I had the same issue in Crm 4. So I suppose it still exists in 2011.
You cannot remove the relationship mapping of the primary attribute, though I've never understood why this automatically maps to fields of different relationships.
In this case you are just best off using JavaScript to perform the following logic:
If the form is in create mode and both fields contain the same value then clear the duplicated field.
This logic should ensure that it only clears the fields in this circumstance.
This is not possible without Javascript.
MS CRM doesn't give you an option to counter the autofill of the mapped field. It will always be automatically filled in by the system.
In the Dynamics CRM environment, I have created the custom entity as Countries. there is another by default entity under the Sales is: Opportunity. I create the N to N relationship between both (Opportunity and countries).
Then when I go to opportunity editing page that is opportunity entity under the edit mode.I added the new field name as Select Country (following map : Settings-> Customizations-> Opportunity -> Forms and Views -> Form-> double click->Add Field). Got the field list. I found my custom field in the list. I select it. But I found it is of type lookup. where as I want to that should be picklist.
How to get picklist field of my custom entity field?
1:N relationships will always show up in CRM as lookups. N:N relationships will show as a separate grid on the left navigation of an entity. Without custom code, you can't get your lookup to appear as a picklist.