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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / data restructure
Microsoft Dynamics CRM (Archived)

data restructure

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Posted on by jsteelecrm 365

Hello,

I have a entity called conference suite booking which holds all the details of a particular booking of a room and all the various other tea/coffee, microphones etc. I then have another entity called conference suite booking details. One booking can have many details. Each details should essentially be saying the quantity of a particular product bought for that booking.

The problem I have is that in the booking level I should have the details of the organisation making the booking and the lead person. However, they are all being stored on each detail record. 

I have the fields in the booking level but are currently blank. I need a process to select the organisation name in one of the details records below it and move up to the booking record. I think this would be a workflow that I can run on demand. But with each booking having many detail records below it, how can I just get it to select one and take the details from that?

Thanks

James

*This post is locked for comments

  • jsteelecrm Profile Picture
    jsteelecrm 365 on at
    RE: data restructure

    Hi Pawel,

    I think I have confused myself but your earlier answer of doing it from the details helped. The details on each of the detail records is indeed the same, that is why I just need it on the booking entity. I just created a workflow for the details entity and it successfully updated the booking record. It probably ran for every detail record but as it always has the same information it does not matter.

    Thanks for helping. I am a happy man.

  • tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: data restructure

    Hi,

    Ok I'm confused now. You have 1 booking and 10 details and that's ok. Now you want to get some information from one of this details to the parent entity booking. So here is my question: how do you know (as a human being) which booking detail to choose to get the information you need? Because if this information is different on each booking detail, than you need some sort of algorithm (the earliest, the latest etc.). If it's the same then it does not matter from which detail you get this information (but then, why it's not on the booking?)

    Pawel

  • jsteelecrm Profile Picture
    jsteelecrm 365 on at
    RE: data restructure

    Hi Pawel,

    Thanks for the response. I thought this might cause an issue because a single booking might have 10 related booking details records. They can't all send their information to the booking entity. So I will have 1 booking record with a blank customer field and below it there will be 10 related booking details all with a lookup to the same customer.

  • Verified answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: data restructure

    Hi,

    Without any coding you can't do this from booking level. Of course you can write a custom workflow activity that would do the trick.

    BUT

    Why can't you just run the workflow from Booking Detail level? Just create a workflow that will copy the proper data to the related Booking (this is a lookup so there should not be a problem). For new record this workflow can run on record creation, so you will have always the last Detail data in your Booking. For old records you would have to run on all Details or write an application that would update existing data accordingly.

    Of course if you need some specific Booking Detail, then this will not work, but if you just want any Booking Detail, it should work

    Pawel

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