105
Create option set ‘Member Type’ having values VIP, Govt. Employee, Professional, Student & option set ‘Priority’ having values High, Medium, Low.
Use ‘Member Type’ option set on Account & ‘Priority’ option set on Contact.
Create an intermediate entity to set priority of each member type.
Task is to auto set the ‘Priority’ of Contact depending on ‘Member Type’ of Account.
HI,
Yes.
We can map field from parent entity to child entity when we create a child record using mapping in relationship behaviour. But your requirement is different.
docs.microsoft.com/.../map-entity-fields
Mapping will work only if Field data type, optionset values are same. But as per your requirement you need get the data from intermediate entity based on Memeber Type.
Hi,
You can register your plugin on Post Update of Account Entity. Select Member Type in Filtering Attributes.
Plugin should get value of Member Type from Context ->Query Expresson/fetchXML to get Priority from intermediate entity based on Member Type value.
Fetch All contact records based on Account ID then loop thorugh these records and update contact with priority optionset.
Make sure you create new contact entity object to update priority. Do not use same entity which you get while fetching child contacts based on Account. This will ensure you only update Priority field on Contact.
You may have to create another plugin on Contact- When Contact gets created in system associated to Account then you should update Contact record Priority value from Parent Account member type intermediate entity.
#1
André Arnaud de Cal...
291,431
Super User 2024 Season 2
#2
Martin Dráb
230,503
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
