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One to one or one to many relationship between qouteproduct and x custom entity

Microsoft Dynamics CRM Forum

somayeh Zabihi asked a question on 12 Oct 2018 1:04 AM

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Hi , i want have one to one or one to many relationship between quoteproduct and my coustom entity but crm dont have in default , i dont know why and how can i do it ?  

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Ravi Kashyap responded on 13 Oct 2018 4:03 AM
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Hi Somayeh,

From the screenshot, it looks like you are not on V9 which is why we are able to create a lookup field of order product but you are not. In previous versions, as you noticed, it was not possible to relate quote product entity.

You can however still create a lookup field of your custom entity on Quote Product.

Hope this helps.

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somayeh Zabihi responded on 13 Oct 2018 8:31 AM

thanks for your answer

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Ravi Kashyap responded on 13 Oct 2018 10:12 PM

If you have got the answer of your questions, please mark the suggestion as helpful and close the thread.

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Ravi Kashyap responded on 12 Oct 2018 1:39 AM
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Hi,

Can you share a screenshot please. I am able to create relationship between Quoteproduct & custom entity.

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Wei Jie Fun responded on 12 Oct 2018 2:29 AM
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Hi,

The relationship doesnt come in default, you have to configure the relationship between your quoteproduct and your custom entity.

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Wei Jie Fun responded on 12 Oct 2018 3:49 AM
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Hi,

You can create the lookup (quoteproduct) in quoteproductdetail .

How to create lookup field

https://www.youtube.com/watch?v=VwF9O2AOmEw

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Wei Jie Fun responded on 12 Oct 2018 4:04 AM
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Hi,

quote product in CRM is called Quote Line, are you sure you cant find this? I can find this without any problem. Show us the screen.

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Ravi Kashyap responded on 12 Oct 2018 7:05 AM
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Hi,

You don't need to have a relationship inorder to create a field. The relationship will be created automatically when you create the field. I have tried this on my entity and it worked as expeced.

Open you custom entity (Settings >> Customizations >> Customize the system >> {Your custom entity} >> {Custom Entity Main form} >> Within the form editor, simply clcik on "New Field", give it a name and select Lookup as the field type and then select "Quote Line". This will create a lookup field and internaly this will also create the 1:N relationship.

It is possible that the name of the Quote Line entity is changed so you don't see that with that name. If thats teh case, check the name and use that.

Hope this helps.

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Ravi Kashyap responded on 13 Oct 2018 4:03 AM
Suggested Answer

Hi Somayeh,

From the screenshot, it looks like you are not on V9 which is why we are able to create a lookup field of order product but you are not. In previous versions, as you noticed, it was not possible to relate quote product entity.

You can however still create a lookup field of your custom entity on Quote Product.

Hope this helps.

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