Create a list of items in a form for use in a new entity

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Posted on by Brandon_P

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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.

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Brandon_P 1,185 on at

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RE: Create a list of items in a form for use in a new entity

As this is a new activity, a 1:N relationship should be allowed, as we are a "new" 1 for the table entry. ( the activity is the one ).

However, in theory there should be many activities referencing many products (unique or not)

A 1:N relationship only allows 1 record in table A to be associated with a record in Table B

Many records from Table B can be associated with a record in A, however the reverse is not true.

So this requires a N:N relationship.

Activities can not have a N:N relationship )which doesnt make sense to me, but thats besides the point, must be preformance based)

We now need a lookup table with 1: in both directions (lookup entity) to connect the two tables, however how do we update this lookup table with new information in products. Do I need to put in a trigger or something that adds a new record to the look up entity each time a new product is added?
Brandon_P 1,185 on at

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RE: Create a list of items in a form for use in a new entity

Create a 1:N relationship between the activity and Products: Check

Add a Product List (sub grid of products): Check

Create an activity with references to a product: Check

Create Activity2, attempt to associate product 1 to it: get an error:

<code>

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=redact]]: This record cannot be added because it already has a parent record.Detail:

<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">

<ErrorCode>-2147187592</ErrorCode>

<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />

<Message>This record cannot be added because it already has a parent record.</Message>

<Timestamp>2015-02-05T21:22:31.4806444Z</Timestamp>

<InnerFault i:nil="true" />

<TraceText i:nil="true" />

</OrganizationServiceFault>

</code>
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PS 23,577 on at

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RE: Create a list of items in a form for use in a new entity

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)
Brandon_P 1,185 on at

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RE: Create a list of items in a form for use in a new entity

As a 1:N relationship I cant seem to add the same product to another activity. I will make a new frum post for this.

N:N is required I believe. As many Sample Reqeusts (new entity) will be related to many Products.
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PS 23,577 on at

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RE: Create a list of items in a form for use in a new entity

Hi Brandon,

Do it like this:

Click on + button

Click on new or look up more records or select from list

C

Otherway is

And add existing or new
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PS 23,577 on at

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RE: Create a list of items in a form for use in a new entity

Hi Brandon,

Try the following:

www.crmsoftwareblog.com/.../working-with-subgrids-in-microsoft-dynamics-crm-2013

sending u screenshots in a moment
Brandon_P 1,185 on at

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RE: Create a list of items in a form for use in a new entity

Explorer not chrome.......... there is the missing piece.
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PS 23,577 on at

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RE: Create a list of items in a form for use in a new entity

Click on save & publish and also do this on Internet explorer not google chrome
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PS 23,577 on at

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RE: Create a list of items in a form for use in a new entity

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
Brandon_P 1,185 on at

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RE: Create a list of items in a form for use in a new entity

But I am still unsure on how to make a table for selecting multiple products to go with my sample request.