I need to create a new entity, and have it contain a list of products from our product list.
I have yet to figure out how to make a list possible. I can do a single reference, but I cannot figure out how to do multiples.
Any help is appreciated.
I'm not quite sure what you're after so I may be off here, but I'm thinking you should be able to create the new entity, and then go to the Form Editor and create a lookup that points to products. I tested this and it works great!
Data Type: Lookup
Target Record Type: Product
Relationship Name: this will be auto populated
Step 1: Create new entity say ABC
Go to settings>>Customization>>Customize the system>>New Entity
Step 2:Create 1:N relationship (ABC: Products)
Go to settings>>Customization>>Customize the system>>Entity>>ABC>>1:N relationships>>New
Step 3: Insert a subgrid in ABC form
Go to settings>>Customization>>Customize the system>>Entity>>ABC>>Form>>Insert>>Subgrid>> products (only related)
You will now be able to see a list of products on entity ABC
Make sure to Vote as Helpful and Mark As Answer ,if you get answer of your question.
What is your new entity?
Is that you want to make many to many from the custom entity, for example your custom entity is Project.
Then one Project can link to multiple Product, for example Implementation in Bank ABC, involving Product MS CRM, MS Office, MS SharePoint and for each Product also can be involved to many Projects.
This is also can be achieved by creating Manual (Intersection entity) or Native CRM N:N Relationship.
Or you want to build like 1 to Many Relationship like 1 HQ can have multiple branch, but 1 Branch can only have 1 HQ like that.
Because this info is important to build the relationship I need to ask you first.
Adam, Yes but this would be a 1:N relationship. A single product. My question is how to make it so I can do an N:N relationship, with multiple products linking to one new entity. ( At table or list of products)
Prashat, although that would work, a sub entity seems like the wrong approach to my database framed mind. This should be an N:N relationship where in their is a direct link between Products and this new entity.
I know we need a key relationship table for the N:N but I would be surprised if MS Dynamics could not handle that itself.
My new entity is a Sample request:
A sales person inputs a sample request, with connections to multiple products, a single customer or contact, our service team handles said request and sends out the samples. Then marks it closed or deactivated. This I have all done, but only with a N:1 relations from sample request: Products. I need to build in an N:N system, and put in a table or something for inputting the data.
I created an N:N relationship, however I was unable to make a table for adding multiple products to a sample request in its creation form.
My root question: How do I make a table in the new entities creation form for multiple products?
Aileen please see my response to Prashat, I think I explain it there.
You want like a check list?
In the sample request
Sample Request 1
Then you want to have only single entry in the creation form of Sample Request 1, to link to 3 Products at once?
Why do you want to build N:N relation, the requirement you told can be catered by 1:N
Can you explain by giving an example, so that I can suggest better
It may be due to a coffee withdrawing brain. because I thought it had to be N:N yesterday and am now realizing I am a fool.
Yep, 1:N would work. my in head definitions were off.
But I am still unsure on how to make a table for selecting multiple products to go with my sample request.
Add a table/subgrid to add multiple products like below:
Go to custom entities form>>Insert>>subgrid
As soon as you select Subgrid>>system asks you to select
Click Ok and then Save & Publish
Click on save & publish and also do this on Internet explorer not google chrome
Explorer not chrome.......... there is the missing piece.
Try the following:
sending u screenshots in a moment
Do it like this:
Click on + button
Click on new or look up more records or select from list
And add existing or new
Thats what is happening with 1:N relationship; so for e.g.My salesperson1 ask for Sample Request to Customer A
Sample Request Name 1 can contain Product A + Product B + Product C
Salesperson2 asks for Sample request to Customer B
Sample Request Name 2 can contain Product A + Product B + Product C + Product D + Product E
Salesperson1 asks for sample request to Customer ABC
Sample Request name 3 can contain Product A + Product B +Product C (again)