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We use the account entity to hold information on all of our customers. Some of our customers are Partners/Suppliers.
I am trying to set it to that on the organisation form you wuld be able to see a list of all the partners that supply the record you are looking at as well as if the record you are looking at supplies anyone.
This seemed to be a N:N to the same entity - add both display options and then rename them as "Partner From" and "Partner To".
When I add the new relationship to the organisation (account) entity then the "other entity" display option is on my form but I cant get to the "current entity" display option.
So all I can end up putting on the form is a "Partner from" subgird. If I use the arrows at the top of the record (related arrows?) I can see both my "partner from" and "partner to" area.
Spent about 2 hours looking at this so far so any help would be greatly appreciated and I have UAT to test in
So I can provide a small reproducible update:
1) Have an entity - create a N:N relationship with neither field displayed - publish - no relationships on entity form
2) Go to relationship - set current entity display option to plural names - publish - plural name appears in relationship explorer on form
3) Go to relationship - set other entity display option to custom name - publish - plural name disappears and custom name appears
Is there a way to have both sides of an N:N relationship display on the same form or is it one or the other?
The out of the box N:N relationship doesn't allow this, you'll need to create a custom N:N entity. Take a look at this blog article on how to set one up.
Thank you I had looked at these and thought its what i needed but got my head down to many paths yesterday so thank you.
A quick question for you to follow up: So now on account we have a grid of partners - is there a method for if there are results in this view/if there are partners for this customer then tick the "joint customer" tick box.
It looks like i can not do this with business rules as there is no field to monitor for when a relationship is made. Basically if relationships of a certain type exist this needs to be true else be false.
You are correct that you cannot use a business rule for this. However, you can do a workflow on create/update of the N:N relationship record that goes to the parent account (whichever one it is) and sets the flag then? The default Y/N would be set to N, and then when the N:N relationship record is setup, it goes and updates it to Y on the related record.
Yea that is what i went with and works well. We have done similar for others so i coppied one and that sets the flag field ok.
Last issue is now what happens when the last relationship is removed. The flag is still set to yes. I do not think i can sort this out of the box unless you have a suggestion.
Clarifying if buisness process requires this. It will be a rare situation that a customer goes from having partner customers to none but would lile to uncheck the field of possible
That might be a bit trickier since the Account could have N partners, correct? In theory you could put another workflow to execute on status change and/or delete of the relationship record, but it won't know if there are other related partners and could set the flag incorrectly.
You could do this with a custom workflow item if you have the coding skills available.
Yup thats what i can see. Quite a few results for querying n:n relationships and i use a set org provides org in the join entity name so i can propose to buisness leaders the coding customisation for this outlying case.
For anyone reading if required its just a work flow on delete of the join entity to run a check if there are other relationships for this org in the join entity and if not un set the flag. As this requires code and is an outlier i think we will be ok with manual intervension.
Thank you for your help Chris. I read the custom n:n a bunch of times but could not visualise it. Once i made it incould see how it will bet better for reporting and advanced find. Ill mark your answer as the correct one :)
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