Share
ReportHello,
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.
You’re offline. This is a read only version of the page.
110
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.
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://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
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
2. workflow tool
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,
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (