Field from a parent to a child form

(0) Share

Report

Posted on by Darren Hodkinson

355

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

*This post is locked for comments

All responses (4)

Answers (1)

Darren Hodkinson 355 on at

Like (0)

Report

RE: Field from a parent to a child form

Thank you all, i did the mapping route.

Kind regards Darren.
Suggested answer

gupta.ambar2009@gma... 797 on at

Like (0)

Report

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
Verified answer

Community Member Microsoft Employee on at

Like (0)

Report

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.
Suggested answer

ashlega 34,475 on at

Like (0)

Report

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