Solved

Are 1:1 Relations Possible?

Posted on 2009-04-12
3
479 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 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

Enroll in July's Course of the Month

July's Course of the Month is now available! Enroll to learn HTML5 and prepare for certification. It's free for Premium Members, Team Accounts, and Qualified Experts.

Question has a verified solution.

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

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
Michael from AdRem Software outlines event notifications and Automatic Corrective Actions in network monitoring. Automatic Corrective Actions are scripts, which can automatically run upon discovery of a certain undesirable condition in your network.…
Sometimes it takes a new vantage point, apart from our everyday security practices, to truly see our Active Directory (AD) vulnerabilities. We get used to implementing the same techniques and checking the same areas for a breach. This pattern can re…

623 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