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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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Verified

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 12 Oct 2018 1:39 AM
Suggested Answer

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
Suggested Answer

Hi,

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

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somayeh Zabihi responded on 12 Oct 2018 3:45 AM

Hi  Ravi , suppose i have quotedetail(quoteproduct )  entity and i want it relation 1 to n ) with quoteproductdetail (my custom ) entity , thanks alot

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somayeh Zabihi responded on 12 Oct 2018 3:47 AM

Hi , yes it dose not come in default and i dont know how can i configue it to have child entity

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Wei Jie Fun responded on 12 Oct 2018 3:49 AM
Suggested Answer

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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somayeh Zabihi responded on 12 Oct 2018 3:58 AM

Because quoteproduct dose not 1 to n relationship i can not use lookup in quoteproductdetail by default , its not appear in lookup  target record type  , and this is my problem , how can i have this relationship

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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 4:10 AM

Hi,

Are you trying to relate it to custom *Activity* or custom *Entity*?

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somayeh Zabihi responded on 12 Oct 2018 4:25 AM

actually i need do it in custom entity but i hear with activity i can do this reation with field regarding but i dont no how

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somayeh Zabihi responded on 12 Oct 2018 4:26 AM

Yes i'm sure , i dont need the quote i need quoteproduct which name is quotedetail in crm , in my custom entity i can not add lookup of quoteproduct becasue the crm in default dont have 1 to n relationship for this entity

I could'nt attach my pic when use rich formatting im my phone

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Ravi Kashyap responded on 12 Oct 2018 7:05 AM
Suggested Answer

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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somayeh Zabihi responded on 12 Oct 2018 7:19 AM

Thanks Ravi ,sorry i cant attach image  i try attach it , i dont know why ? But in crm 365 i have quoteproduct that is name is quotedetail not quote item i think its another entity that i dont need it    , and i can not add look up of quotedetail in each entity not custom not built in entity , and its because this entity dont let 1 to n relationship ,

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Ravi Kashyap responded on 12 Oct 2018 7:39 AM

Not sure why but this is working for me and for Alex as well above. As I said, don't bother about relationship, directly create a field of lookup type in your custom entity. It should work.

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somayeh Zabihi responded on 13 Oct 2018 12:50 AM

 thanks alex  , i dont have Quote Line in CRM , its quoteDetail 

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somayeh Zabihi responded on 13 Oct 2018 12:54 AM

tanks Ravi , please see this pic that i attach , 

i just add subgrid of quteproduct delivery into quote product and i dont have quote line instead of that i have quotedetail  , 

thanks for your care 

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Ravi Kashyap responded on 13 Oct 2018 4:03 AM
Verified 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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Ravi Kashyap responded on 12 Oct 2018 1:39 AM
Suggested Answer

Hi,

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

Reply
Wei Jie Fun responded on 12 Oct 2018 2:29 AM
Suggested Answer

Hi,

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

Reply
Wei Jie Fun responded on 12 Oct 2018 3:49 AM
Suggested Answer

Hi,

You can create the lookup (quoteproduct) in quoteproductdetail .

How to create lookup field

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

Reply
Wei Jie Fun responded on 12 Oct 2018 4:04 AM
Suggested Answer

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.

Reply
Ravi Kashyap responded on 12 Oct 2018 7:05 AM
Suggested Answer

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.

Reply

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