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Can somebody please explain to me how to parent child relationship works? How is it associated in the DB if I want to integrate to other systems. is there a way in a view to nest many children under one parent from GUI? or is the only option the hierarchical chart?
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In CRM, the parent child relationships are created by adding a Lookup Field in the child record to the parent record. You can also create the relationships directly by navigating to 1-N relationships or N-1 relationships (based if you are in the parent or child entity).
When the lookup field is created, a Guid field is stored in the database as a Foreign Key for that new field that you created.
Inside of CRM, you can display a list of all of the child records inside a subgrid of the parent entity.
If you need to nest multiple levels of children, you will need to figure out how to implement that doing your query.
For example, you could store a ParentRoot lookup field, which will always point to the root entity, so that while in parent record and wanting to display all levels of children records, it would reference them by ParentRoot instead of just Parent.
There are other ways of implementing this as well.
If you need to access the data from other application besides CRM (assuming you are On-Premise), you can always use Filtered Views and execute SQL Statements directly against CRM).
Hope this helps.
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Aric Levin - MVP
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