Improve company productivity with a Business Account.Sign Up

x
?
Solved

CRM - Lookup for different fields of the entity

Posted on 2012-03-20
6
Medium Priority
?
638 Views
Last Modified: 2013-11-25
I would like to lookup different fields for an entity, how would I do that? How many relationships do I define?

e.g.

Plan Entity
PlanName, PlanAccountID, PlanDescription
I would like PlanName, PlanAccountID map into name, AccountID for the Plan Registration Entity when I do a lookup in PlanRegistration Entity
0
Comment
Question by:tommym121
  • 2
  • 2
4 Comments
 
LVL 30

Expert Comment

by:Feridun Kadir
ID: 37742128
When you create a relationship between two entities, CRM adds a lookup field on the child entity of the relationship (e.g. 1:n relationship between Account and Project, Project is the child entity). The lookup field references the parent entity using the primary field which is generally a name field. You can't choose which field is used.

If you want to have multiple lookups to a parent record then create multiple relationships.

But I'm not sure I fully understood your question, perhaps you could elaborate please?
0
 

Author Comment

by:tommym121
ID: 37742191
I am doing a manual N:N relationship.  e.g.  Client have multiple plans, Clients can share same plan.  I try to have a registration Entity to do the N:N relationship.  I would like to have some information from Client or Plan to show up in registration entity.

Doest that make sense?

In a relationship, you can also define the  mapping does that mapping help me to achieve what I have if I define one relationship but multiple maps within the mapping>
0
 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 1500 total points
ID: 37742649
I'm assuming that the registration entity is the intersect entity.
When you add an registration record to a client from within a client record, then you can use mappings to copy fields from the client record to the registration record. The same applies to Plans. Make sure that you have fields of the same type in clients, plans and registrations and then create mappings in the appropriate relationship.
You can have multiple mappings but not more than one onto the same field.

In views for registrations you can show fields from the parent entities. If you are only concerned with views you may not need to copy fields across.
0
 

Author Comment

by:tommym121
ID: 37743047
"mappings to copy fields "  how to you do that?
0

Featured Post

Free Tool: ZipGrep

ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Technology opened people to different means of presenting information, but PowerPoint remains to be above competition. Know why PPT still works today.
Excel can be a tricky bit of software to get your head around. Whilst you’ll be able to eventually get to grips with the basic understanding of how to get by, there are a few Excel tips that not everybody will even know about let alone know how to d…
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …
If you’ve ever visited a web page and noticed a cool font that you really liked the look of, but couldn’t figure out which font it was so that you could use it for your own work, then this video is for you! In this Micro Tutorial, you'll learn yo…

595 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