Add Family Hierarchy after a product has been saved? or best alternative without starting from scratch?

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Hello All,

We have a number of products in CRM 2015 that have no parent. This field is locked & can't be unlocked using conventional methods i.e. the form editor.

Does anyone know if there is a way to add a parent where that field is currently blank?

Alternatively, is it possible to clone a product while maintaining it's relationships? At the minue, cloning only replicated the name, id and other basic info but no relationships or pricing list (which are far easier to manually replicate as there are only 2 rather than 20+ relationships)
We have over 50 products that need changing so ideally wouldn't want to recreate all.

Hopefully that all makes sense & thanks in advance for the replies/help.

Jonathan

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Jason M. Cosman 5,234 Moderator on at

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RE: Add Family Hierarchy after a product has been saved? or best alternative without starting from scratch?

Hello JSpalding;

You've hit a few nails right on the head!

There's a couple things here that's important to know. Working with the product catalog can be tricky at times. It's important to know that cloning a product does bring it's parent hierarchy. See Microsoft's documentation here: www.microsoft.com/.../clone-a-product.aspx . Sadly it does not close any of it's relationships or create similar Price List Items. This is done by design because it would be potentially populating cost information at the price list item. Secondly once a product has been created you can't change it's hierarchy so unfortunately you are out of luck on one's created without the proper family.

Now if your really in a hard spot you could always write a plugin to extend the cloning functionality to copy relationships and create the records for your newly cloned product. Depending on how much data and relationships are in your 50 products it might just make sense to eat the cost and time to just manually recreate this structure. It's worth noting that with doing this that any opportunity products that are related to existing products would be lost as it would show against the retired products.

I'd definitely recommend the lite reading around Product Families to learn what you can and can't do around them at www.microsoft.com/.../classify-products-and-bundles-into-product-families.aspx.

I hope this helps!

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Saqib 40 on at

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RE: Add Family Hierarchy after a product has been saved? or best alternative without starting from scratch?

I have just changed the product hierarchy by using Business Rules: Below are the steps:

1. I have use the Description field of the product which was vacant. I have typed in the parent name in the description field.

2. In business rules under product entity, I have defined the if description field is "so and so" set parent to "this". Below is the screenshot of business flows.

3. It worked like a charm for me.

Cheers,

Saqib

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Vijayakumar Kenchug... 1,077 on at

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RE: Add Family Hierarchy after a product has been saved? or best alternative without starting from scratch?

Saqib,

Your Business rule just populates the value. But not saved in the database. This is not right solution.

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