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I wanted to have effectively a table with related records to parent and for the child records to only ever be visible to the parent.
I created an entity. Added a sub grid.
Trouble is.. Add New starts a lookup. If I click Mag Glass... I get records for other parents even though I only see the related records in the sub grid view.
Posts say make related field business required to make Add New do this. But it is business required in the child entity as I reused name field
And in Contact which it is related to... I have linked to the Contact entity not any particular field
a) Please suggest better way to achieve this.
b) Advise how to hide lookup
c) Make Add New go straight to new record and have NO lookup.
CRM 2016 On-Premise
It is the look-up to the parent contact that you need to make mandatory on the child entity. This will make the add new create a new record without the look up.
Hope this helps
+1 for Scott's suggestion.
Since the child record's lookup is mandatory, this field must be populated on creation of a record, which forces CRM to display the New form instead of providing the option to associate an existing record.
In your child entity make parent entity lookup field as mandatory
Sorry everyone. I was replying by email but that does not seem to populate a response
I do not have a 'Contact' field within the child entity.
Renamed Name field on child entity and added a Date field
Can you guys be more specific as I might be doing 2+2 = 5 :)
without creating lookup how do you have many to many realtionship
The parent lookup in child entity mandatory rule doesn't apply for N:N relationships.
If you create a lookup it becomes a 1:N relationship. You can create a N:N relationship directly. Please see below.
What Nadeeja said is correct. N:N lookup only existing button will display if you still want then add custom code to open the entity record in the + button in the subgrid using ribbon work bench
Create the button in the html webresource and open the entity
I think Ribbon workbench is the best option.
As I cannot do what other posts are suggesting.
But unfortunately it errors when I try to use it... The software writer did send one message. But nothing more...
So I am stuck again.
Hey All... trying to get Ribbon Workbench working so I can edit the command bar.
But I just get the following error when I try to use a solution.. new one too and even on a virgin new Org as a test.
Any help please peeps... Just did a regular on-premise install...
Server stack trace:
at System.ServiceModel.Channels.CommunicationObject.Open(TimeSpan timeout)
Exception rethrown at :
at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)
at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)
at Microsoft.Crm.Sandbox.SandboxCallbackService.ProcessException(Exception e, SandboxSdkClient client)
at Microsoft.Crm.Sandbox.SandboxOrganizationService.Execute(String operation, Byte serializedRequest)
at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object args, Object server, Object& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.SyncProcessMessage(IMessage msg)
Exception rethrown at :
at Microsoft.Crm.Sandbox.ISandboxOrganizationService.Execute(String operation, Byte serializedRequest)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.ExecuteInternal(OrganizationRequest request)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.RetrieveMultipleInternal(QueryBase query)
at RWB2016.Plugins.RibbonCustomisationsPlugin.GetSolutionRecord(LocalPluginContext localContext, String solutionUniqueName)
at RWB2016.Plugins.RibbonCustomisationsPlugin.GetSolutionDetails(LocalPluginContext localContext, ITracingService trace, String inputData)
at SparkleXrm.Plugins.Plugin.Execute(IServiceProvider serviceProvider)
at Xrm_Sdk_OrganizationServiceProxy$endExecute (:5555/MyOrganisationName/%7B636242554040000079%7D/WebResources/rwb_/js/ClientUI.js:4673:13)
at Anonymous function (:5555/MyOrganisationName/%7B636242554040000079%7D/WebResources/rwb_/js/ClientUI.js:19463:5)
at delegate (:5555/MyOrganisationName/%7B636242554040000079%7D/WebResources/rwb_/js/ClientUI.js:2223:13)
at xmlHttpRequest.onreadystatechange (:5555/MyOrganisationName/%7B636242554040000079%7D/WebResources/rwb_/js/ClientUI.js:4723:25)
[ac49cdfa-aeef-e611-81d5-0800278d9765: Ribbon Workbench Action]
Entered RWB2016.Plugins.RibbonCustomisationsPlugin.Execute(), Correlation Id: 3c465c94-a366-44ea-a659-74084d7275d1, Initiating User: 336f45d2-6ef0-e511-80c0-00155d00f300
RWB2016.Plugins.RibbonCustomisationsPlugin is firing for Entity: none, Message: rwb_CustomiseRibbon, Correlation Id: 3c465c94-a366-44ea-a659-74084d7275d1, Initiating User: 336f45d2-6ef0-e511-80c0-00155d00f300
Exception: System.ServiceModel.CommunicationObjectFaultedException: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state.
at SparkleXrm.Plugins.Plugin.Execute(IServiceProvider serviceProvider), Correlation Id: 3c465c94-a366-44ea-a659-74084d7275d1, Initiating User: 336f45d2-6ef0-e511-80c0-00155d00f300
Exiting RWB2016.Plugins.RibbonCustomisationsPlugin.Execute(), Correlation Id: 3c465c94-a366-44ea-a659-74084d7275d1, Initiating User: 336f45d2-6ef0-e511-80c0-00155d00f300
Hi Scott Durow,
Awesome that helped me a lot
i was toooooooo frustrated why the its not working .. :)
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