Solved

Are 1:1 Relations Possible?

Posted on 2009-04-12
3
475 Views
Last Modified: 2012-05-06
Is there such a thing as a 1:1 relationship in Dynamics CRM 4?  Here's what I'm trying to do, using a workflow if at all possible:  I have a series of records I'm trying to copy, these each have child records.  I would like to copy the records and children using a workflow.  I found a way to copy the parent records, but when it comes to the child copies, I can't set their parents to the new workflow-created parent records one by one because it would take too long with several dozen parent records.  

So I created a 1:n sibling record relationship for the parent entity, and set the "copy" workflow to set this sibling record to "Parent Record" when it creates a new record from an entity.  This only worked one way, because when the child was created, the workflow set the childs parent = Parent just fine, but I can't "workflow programmatically" set the parent's sibling to "Child".  

It seems like the easist thing is always to make a plug-in, and I have only very basic knowledge of how to do this.  I haven't seen a lot online but it seems like there should be a way to make a straight 1:1 relationship in CRM where I could create "spawned records" with direct links to and from the creating record.  

Thanks in advance for your help.

0
Comment
Question by:rbuckles
  • 2
3 Comments
 
LVL 11

Assisted Solution

by:rakeshAgarwal
rakeshAgarwal earned 500 total points
ID: 24128869
NO

 I think what you men by above is  one parent can have Single level of child.

For e.g  

You create a case  A and  create a related case B which is child ofA.
If I now create a child of B then it should get assigned to child of B.

For this  you need to have SDk programing :(

Regrads
RAkesh Agrwal
www.dynamicsexchange.com 
0
 

Accepted Solution

by:
rbuckles earned 0 total points
ID: 24129912
OK, thanks Rakesh, you answered my question.  I think I can make this work, I just need to make a 1:N relationship and set the created record to point to its creator.  Kind of counter-intuitive but I think it will work.  

I think before I was trying to have a self-referencing 1:N relationship, which is fine, but I was trying to go both ways with it . . .
0
 

Author Comment

by:rbuckles
ID: 24129940
Finished.
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
Established in 1997, Technology Architects has become one of the most reputable technology solutions companies in the country. TA have been providing businesses with cost effective state-of-the-art solutions and unparalleled service that is designed…
I've attached the XLSM Excel spreadsheet I used in the video and also text files containing the macros used below. https://filedb.experts-exchange.com/incoming/2017/03_w12/1151775/Permutations.txt https://filedb.experts-exchange.com/incoming/201…

790 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question