apollo7
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Change Entity Ownership for custom entity
Hi
Looking for a link or advice on changing the entity ownership of a custom entity from organization to user. I found some links on CRM 3.0 but need a method (supported or unsupported) to change this in CRM 4.0
Note: recreating the entity is not an option
Looking for a link or advice on changing the entity ownership of a custom entity from organization to user. I found some links on CRM 3.0 but need a method (supported or unsupported) to change this in CRM 4.0
Note: recreating the entity is not an option
You say that recreating the entity is not an option. I assume that is because you don't want to lose the data. It may be possible to create a new entity that has the same attributes and then write SQL queries to copy the data from the old entity table to the new one.
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Certainly my solution would not be supported, but my experience tells me that it is possible to maintain relationships purely by copying the guids in lookup columns.
It goes without saying (but I'll say it anyway) that a database backup should be taken before getting started with anything like this
Indeed, agree with both your posts.
ASKER
Thanks to both of you, this is helpful information. If I am stuck with it (i.e. having several custom entities with sensitve data that can be viewed by any business unit), can you think of another way to filter the data?
For example, if I capture the business unit of the current logged in user, (which I can do with an xml onload) would there be a way to restrict the lookups to the current logged user's business unit.
Otherwise, I will need to rebuild the forms with User ownership.
Thanks again
For example, if I capture the business unit of the current logged in user, (which I can do with an xml onload) would there be a way to restrict the lookups to the current logged user's business unit.
Otherwise, I will need to rebuild the forms with User ownership.
Thanks again
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ASKER
Good point. Last question, as far as EE etiquette, what would be the best way to award points? Both of contributed and helped me reach a decision. Is it appropriate to split the points and give a grade of A?
Let me know what you think, I am not that experienced on EE and have had a few disputes - dont like that :)
Thanks for your help.
Let me know what you think, I am not that experienced on EE and have had a few disputes - dont like that :)
Thanks for your help.
entirely your call. I'd be happy with an equal split or whatever you feel is appropriate.
You won't get any dispute from me.
ASKER
Thanks to you both, good information and advice.
One option which I have not tried is to export the custom entity in question and then edit the xml and then import - but I don't if this will work. Also the imported entity will have no data.
I don't think there is anything you can do with the existing entity because to make it user owned requires numerous system maintained relationships which are not present on an organization owned entity. So it is not as simple as just updating a table in the database.