Historical Records 1:N

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Posted on by Jay2014

Hi,

Scenario : When a contract record is renewed, a new contract record should be created and displayed on the sub grid.

I created a self relationship on the Contract entity. It works fine for the first renewal because the workflow simple sets a simple 1:N relationship.

Compilations occur from 2nd renewal.

How do i best implement this so that i.e. on renewal :

second contract record will show 1 record on the subgrid

third contract record, 2 records on the subgrid

fourth contract record, 3 records on the subgrid

etc

This needs to be automated - (not manual by using + on the subgrid).

Many Thanks for your Help .

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Rawish Kumar 13,758 on at

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Hello there,

Quick question - how these contracts are getting renewed? do you need to take care of that as well?

regarding the subgrid record - you can simply do that by changing the filter of the view ( should not show the current one but older ones)

for example there are 3 contracts and they all have past contract end date and have been deactivated. you could just add the filter criteria in the subgrid view to only include those which will automatically wont show the latest one.

Hope this makes sense?

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Jay2014 on at

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Thanks, thats the problem, the records on the subgrids should be different on each contract record. There needs to be some Hierarchical structure

As mentioned - upon renewal

1. The workflow runs

2. Creates new a Contract record.

3. A 1:N relationship is set old and new contract record.

4. When new contract is open, there should be one contract record that's just been renewed.

i want this logic to continue so the records on the subgrids have differ from record to record. i.e.

third contract renewal, 2 records are displayed on the subgrid

fourth contract renewal, 3 records are displayed on the subgrid

and so on ...

I hope this makes sense

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StefanS365 3,575 Most Valuable Professional on at

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Hi M,

This would work for activities if you set the Relationship behavior for Rollup View to 'Cascade All', and the parent must be Account, Contact, or Opportunity. :-(

www.powerobjects.com/.../activity-view-rollup-for-custom-entities-in-dynamics-365

It would be much easier if you add a subgrid to the Parent (Account?) so you could show all contracts or filtered based on the date.

If you still want to try, I guess you could fix this with a self-referential N:N relationship.

Or build your own custom "N:N" entity for the contract history:

http://informaquest.com/index.php/2017/04/06/join-entities-in-dynamics-365-and-why-they-are-awesome/

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