Field from a parent to a child form

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Posted on 21 Sep 2017 12:21:51 by Darren Hodkinson

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I have a parent record (client) with a child record (account). Within Client there is a yes no option for 'Test Record' that I would also like to be placed on the account record and mapped back to the client. I am not wanting it to be updated from the child record, just that whatever shows in the client displays in account.

What is the best way to achieve this without code?

Thanks

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Darren Hodkinson 355 on 21 Sep 2017 at 13:41:43

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RE: Field from a parent to a child form

Thank you all, i did the mapping route.

Kind regards Darren.
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gupta.ambar2009@gma... 797 on 21 Sep 2017 at 12:36:55

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RE: Field from a parent to a child form

Hello Darren,

I understand your point .

MSCRM allow mapping from 1:N ,not N:1 .

for this you should go with asynchronous workflow .you just create a workflow in client entity and update record in account which run of record change
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Community Member on 21 Sep 2017 at 12:30:49

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RE: Field from a parent to a child form

Hi,

if you have have a 1:N relationship you can achieve it with the mapping functionality: technet.microsoft.com/.../dn531171.aspx

If in your user case, it is not possible you will need to create Jscript WebAPI call or a postupdate plugin to update the child record.
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ashlega 34,477 on 21 Sep 2017 at 12:30:01

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RE: Field from a parent to a child form

Hi Darren,

you might create a quick view form for the client entity(maybe with that field only) and add it to the account forms:

technet.microsoft.com/.../dn531145.aspx