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Field inheritance in account hierarchy

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Posted on by Tuomas Immonen

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Hello,

I have an account which have sub accounts. There are single line text field which should be inherited to all accounts related to parent account. How I can do this?

Thanks.

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LuHao 40,886 on at

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RE: Field inheritance in account hierarchy

Hi Tuomas,

Do you just want to inherit the value to the sub account once (when create), or do you want to keep the fields updated?

If the value is inherited only once when create sub account, then I recommend using the field mapping or workflow.

1. Field mapping for relationship.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/map-entity-fields

https://www.marksgroup.net/blog/dynamics-365-mapping-fields/

Advantage: Effective immediately, you can see the value on the form before the new record is saved.

Disadvantage: It only works when creating a new record from the related record form. It will not work when creating new records outside the form.

2. workflow

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps

Select the scope you want to trigger this workflow and check ‘Record is created’.

In the update form of the workflow, use the Form Assistant to set the field values. Under 'Look for', the first selects Parent Account (Account) and the second selects the corresponding field.

Advantage: No matter how you create a new sub account, as long as there is an parent account, this workflow will be triggered.

Disadvantage: The workflow is triggered when you click the Save button of the create form. Until then, you cannot see the value of the field.

If you want to keep the sub account fields updated based on the parent account, then I recommend you using flo, workflow tool or write plugins.

1. Flow

https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Update-Child-Records-in-Dynamics-365-CE-using-Microsoft-Flow/ba-p/176291

https://www.cloudfronts.com/update-child-records-when-parent-record-is-updated-using-microsoft-flow-for-d365-ce/

2. workflow tool

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Update%20Child%20Records.md

https://www.encorebusiness.com/blog/update-child-records-in-a-onemany-relationship-in-dynamics-365-customer-engagement/
erhan.keskin 2,253 on at

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RE: Field inheritance in account hierarchy

Hi,

I assume you want to copy that field to the sub accounts.

- You can use the mapping of the relationship between accounts.

- You can use WF to populate the fields

- You can use Plugin to populate the fields

Regards,
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a33ik 84,331 Most Valuable Professional on at

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RE: Field inheritance in account hierarchy

Hello,

I believe to have you will need to develop something custom either using plugin/workflow/flow - when this "inherit" field is changed - change has to be distributed across all children records.