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Hi all, I have a referential 1:N relationship between an entity called "Agreement Request" and one called "Tranches".
I have a user that has BU level Create, Read, Write, Append and Append To permissions on both Agreement Request and Tranches but he is getting a permissions error when trying to add a new Tranche from a sub-grid on the Agreement Request entity. He can cancel out of the errors and enter the Tranche information but it doesn't attach to the Agreement Request. If he then tries to add an existing Tranche, his original one is saved and can be added to the sub-grid. I've run out of answers so any help would be appreciated!!
Hi Anil, thanks for your assistance but I found the missing permission. It was one of the permissions on the Customization tab which I've since fixed and everything's working fine, so it had nothing to do with the specific entities.
Hi - what happens when you directly go to the Tranches entity and create a new Tranches record from there and select the Agreement Request record from the lookup field. Does this work or do you still see permissions error like before? If not, then there is a possibility of permissions around Write priveleges on the parent entity.
Look at this as well : blogs.msdn.com/.../microsoft-dynamics-crm-append-vs-append-to-what-s-the-difference.aspx
Anil - CloudFronts.com
CloudFronts Technologies LLPwww.cloudfronts.com
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Hi Anil, thanks for your suggestion. I tried to create a new Tranche in the Tranche entity, selected the Agreement Request record and it worked. It appeared in the sub-grid on the agreement request.
I have looked again at the write permissions around Agreement Request and Tranches and both are set to business unit.
Any other ideas?
Good. so you are making some progress. This still points to a permissions issue .
Can you try the following test
test1: (you need to be sys admin):
1. change the 'write' permission on the Agreement request entity for this user's security role to Org level.
2. Now do the addition of a new Tranche entity record through the sub grid on the agreemtent request entity.
what is the result?
Let me know.
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