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MS CRM 4 - link fileld

Posted on 2010-11-11
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Last Modified: 2016-05-28
Hi

I made a link field Incident (as and N:1 to opportunity ) and opportunity (as and N:1 to Incident)

1. I when i create a link between Incident and opportunity, i can se the link on incident, but not on the opportunity, i have to create that manualy .. is there a way for me to avoid that ?
Maby by creating an ekstra field and save the data there or by an workprogress ?


2. I have an  work progress, that creates and Incident based on opportunity, but when the opportunity is created i can not fill autofill the link field on the opportunity width the Incident i just created. What to do ?

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Question by:radut
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Expert Comment

by:Jeff Wight
ID: 34120280
If the relationship is Many/N (Incident) to 1 (Opportunity), the behavior you describe is correct.  From the Incident, there will be a field with a link to the Opportunity because there can only be one Opportunity associated with the Incident.  From the Opportunity, there will be a new section in the left hand navigation bar for related Incidents, because each Opportunity can have more than one Incident associated.  Does this describe the behavior you are seeing?



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Author Comment

by:radut
ID: 34121768
yes
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Expert Comment

by:Jeff Wight
ID: 34121809
So, CRM is working correctly.

Will there ever be more than one Incident associated with a specific opportunity?
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Author Comment

by:radut
ID: 34121862
no, just one.

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Author Comment

by:radut
ID: 34121946
Are you on msn masseger .. i will like to talk width you on this project ..
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Accepted Solution

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Jeff Wight earned 500 total points
ID: 34121948
How about this:

1) Create another N:1 relationship, but this time make it Many/N (Opportunity) to 1 (Incident).

2) Create a workflow rule that runs when an Incident is create that updates the related-Incident field on the parent Opportunity with the new Incident record.

I'm not sure if this will work, but it should.
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Author Comment

by:radut
ID: 34122930
Are you on msn masseger .. i will like to talk width you - more about this project .. and somthing else
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Expert Comment

by:Jeff Wight
ID: 34123853
Yeah, MSN ID is on my profile page.
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ID: 41618994
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by:Jeff Wight
ID: 41618995
I think the suggestion I posted (https://www.experts-exchange.com/questions/26607626/MS-CRM-4-link-fileld.html#a34121948) above is the (or at least a) correct solution to this.  It requires no extra skills beyond the skills the question author already exhibited.
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