CRM 2011 Create Relationship from Contact to Contact with a Lookup to Assign a Spouse to a Contact.

pcgym
pcgym used Ask the Experts™
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In CRM 2011, I have created a 1:N Relationship (Contact to Contact) in an effor to allow users to link a contact to the contacts Spouse record.  From the Husband record, I have populated the spouse field with a link the Wife's record.  When attempting to populate the Husband on the Wife's record, I get an error.  The error message is attached.  The issue it because CRM automatically creates a "Parental" mapping.

Do anyone know a way to make this happen.  It's basically a lookup to the spouse on both records.
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Feridun KadirPrincipal Consultant

Commented:
Try changing the relationship cascading behavior on the relationship that you created to be referential for all actions.

OR use connections. Perhaps you looked at connections and didn't like them.

Author

Commented:
Please see the images below to show my relationship.  The system automatically adds the mapping of "contactid-parentcustomerid" since there is a system relationship for Parent Account.  I am unable to delete this mapping from this particular relationship as the system says CRM requires it.

The options are:
Cascade All
Cascade Active
Cascade User-Owned
Cascade None.

Not sure what you mean by "referential for all actions"
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Feridun KadirPrincipal Consultant

Commented:
Apologies for my poor words, I meant the way that you have shown in your screenshot - Referential Behavior.

The system relationship for Contact: Contact called Parent Customer is indeed required and cannot be deleted. However, you can change the relationship behaviour to Configurable Cascading and change the behaviours to Cascade None. Having said that, I'm a little puzzled why the relationship behavior on this lookup is affecting the way your lookup works which is definitely not set to parental.
Principal Consultant
Commented:
I've just tried what you did in CRM 4 and I get the same behavior. I guess if any relationship for a entity with itself is marked as parental then you cannot link a record to itself or create a loop (which Mr Smith -> Mrs Smith -> Mr Smith does) using any other relationship for the same entity.

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