Question about custom entity views?

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Posted on by TheIdesOfDecember

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I have created a custom entity. I have the made a relationship with that custom entity and the order entity. Now in the Details section of the side navigation of the order entity I have a link to my custom entity but when I click on it it doesn't show the custom entities that are linked to the order. I have to add them. Is there any way to customize the view so that it will auto generate with the linked entities. For instance if I click the existing products link it will show a view with all the products that are linked to the order.

Thank you

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Al McD 1,215 on at

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Re: Question about custom entity views?

If the relationships are created correctly that should happen on its own. I've been working on something similar all week. I created 2 tables, one called VACATION SCHEDULE, and one called VACATION REQUESTS.

When I open the VACATION SCHEDULE table, I see a link to VACATION REQUESTS on the lefft hand side that shows the related requests for that groups schedules.

The relationship I created is as follows:
Vacation Schedule has a 1:N "Parental" relationship with Vacation Requests.

We dont use any of the quoting, orders or product areas of CRM though. Maybe they are structured differently, I am not sure.