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I am new to CRM 2011 and pretty new to the forum as well so would appreciate all the assistance I can get.
I have a very simple scenario. I have a custom Entity called let's say X. This Entity has a relationship with the Account Entity (1:N) i.e. One Account can have Many Xs. The common field between Account Entity and X entity is The Account Number.
I added a 1:N Relationship on the Account Entity. The issue that I am seeing is that when I select and Account and click on X under the Related Menu on the left Navigation it doesn't show me related Records from X.
Am I missing anything? any assistance would be appreciated.
It sounds like you have created the relationship correctly. When you select X under the related menu, you will have to create new / add the existing X related records manually.
Thanks for responding. What if I wan't to see existing related records? when I click on the related menu. How do I go about that?
When you select Account and click on X under the Related Menu on the left Navigation you will see that the default view is 'X Associated View'. On the drop down change that view to 'Active X'.
When you say "The common field between Account Entity and X entity is The Account Number", am I to understand that you added a field called "Account Number" to X, then populated identical data for that field and "Account Number" on the Account in the hopes that the new 1:N relationship would automatically link the records together?
X should have a new "Lookup" attribute for Account; make sure that it's on the form, and that it has a value that matches the Account from which you're viewing the "Related Records" view of X. If the Account is present in the field, but your X record still cannot be seen from the related view, then I suspect something else is at play here than a simple data issue.
Are the X records in Inactive state? The default filters for a custom entity's "associated view" are configured to exclude inactive records. This can be changed, by modifying the filters for that view and then publishing your changes.
Changing the filter while viewing the area of the form is one way, but that selection will not be remembered. If you always want to show a set of X records for every Account (or with custom conditions), consider creating a new view, and then targeting that view with a form-embedded SubGrid control.
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