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Hi , I have some question regarding create / update CRM data via ODATA .i have 3 entitiesIncident, Document Management and AnnotationEach Annotation will be linked to Document Management while Document Management is tied to Incident There is not "direct connection" in between Incident and Annotation so in order for me to create a new annotation record, i need to create a new Document Management / or Update existing Document Management so the new Document Management will be tied to incident so just want to know,, is it possible in Incidentform, i call the ODATA using Javascrip to create new record / update existing record via Document Management entitle then tit will return the GUID so i use the GUID to create a new Annotation record based on the newly create / existing Document Management GUID
Yes. you can design the script the way you want. on what action you want to perform these, on some field change? form save?
you just have use docs.microsoft.com/.../createrecord
this will return you the id of the newly created record which you can again use:
if you are looking to do an upsert , follow this : https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/posts/upsert-with-alternate-key
The only challenge you will face is async call. As you know most of the browser does not support sync api call. So we will have to use async call.
Now the problem with async call is it will execute in order which will not known to us.
Other option is Js code is to use promise. Check below article.
You can create new record with related record and associate it to existing entity record by using @odata.bind annotation.
You can refer following link:
you can also use flow to achieve it, which without coding.
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