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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field from a parent to...
Microsoft Dynamics CRM (Archived)

Field from a parent to a child form

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Posted on by Darren Hodkinson 355

Hi

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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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    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

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    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.

  • Suggested answer
    gupta.ambar2009@gmail.com Profile Picture
    gupta.ambar2009@gma... 797 on at

    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

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at

    Thank you all, i did the mapping route.

    Kind regards Darren.

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