Notifications
Announcements
No record found.
Hi,
I need to have different forms for different types of the same entity. How to achieve the goal.
regards,
Singaravelu S, CFP
*This post is locked for comments
You mean a parent-child relationship? If so, create a relationship N:1 (lookup) in the sub-entity to any of the OOB or custom entity. That's it!
Hope it helps.
I am trying to achive the below goals.
Accounts Entity :
Fields to be gathered for a Pvt. ltd company is different and a proprietorship buisness is different.
When I click New Account, I need to select the type of Account from a picklist, Proprietorship, Partnsership, Pvt Ltd, based on this selection, I need to load a different form.
Same way, I need to create Sub-Entity or Entity-Record-Type for Standard Entities and Custom Entities.
Will be curious to see what would be no. of levels of hierarchy can be achieved?
Thanks for the reply.
Singaravelu S
you cannot create subentities for different "subtypes". At most, you can create different forms and put different fields on each of the form. Then you can use javascript to load the right form:
community.dynamics.com/.../148253
Just keep in mind it's not going to produce the best user experience - first, your users will see some form.. then javascript will kick in.. and correct form will be loaded
Have you considered using JavaScript to show and hide tabs based on what account type is selected? This will give the perception of a very different form without having to reload the entire page.
@Alex Shlega
I don't think we will try this method.
Instead we would wish to create a custom entity because, we need to associate different business process, permission sets, security to roles depending on the type of records to be added for the entity.
This objective can be easily achieved by using this sub-entity or Entity-Record-Type or give a suitable name to this feature. Looks like, it is not available in the D365.
salesforce.com is having this feature. It is quite useful. In salesforce.com Object = Entity.
help.salesforce.com/articleView;type=0
www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce
@John Browne
It is not just about creating a perception of different forms display. Based on the sub-entity or Entity Record Type, the relevant business process, permission sets, security roles needs to be assigned.
If D365 is not having the feature of Sub Entity type, then I need to create custom entity by duplicating the Standard Account Entity, so that I don't have to loose the native features of the Accounts.
Your thoughts.
Well, there is not a lot to add to what was already suggested above. You can either use forms/tabs, or you can create a 1:N.. neither of that is exactly what you are looking for.
With 1:N, you won't be able to "inherit" fields from the "main" entity to the "subtype" entity - those will be completely different entities, one referencing the other.
I still think you could go this route and apply different business processes based on the Entity Record Type and use secure fields to hide any data you need hidden (on top of JavaScript hiding the appropriate tabs/fields). Obviously, I don't know your full business needs, but I think this would be the best route even if it is not ideal. Cloning to another entity based on the sub entity type is going to create a headache for reporting and searching. Just some things to think about.
Additionally if you are set on creating another record based on the record type of the account, I would recommend instead of using a whole new window use a combination of launching a quick create form using javascript for creating the record. And a web resource that looks up to the data entity you are looking for when viewing the form. This would essentially allow you to embed a different form based on the record type. Would be a bit tricky to implement, but I think it might be a little closer to what you are looking for. Might find this thread useful.
community.dynamics.com/.../125918
Just some ideas.
I'm curious what's stopping you from just creating the 3 custom Entities Proprietorship Account, Partnership Account, and Pvt Ltd Account, setting each up with its unique set of features, and removing the OOB Account from the Ribbon. Then, only those with appropriate permissions will see the appropriate types of Accounts they can create, and each Entity will have all the desired behavior you want.
Is it just a reporting issue that's making you not want to go this route?
@chris Dennett
Thanks for your suggestion.
Honestly, I don't know what exactly the reporting issue is, when it comes to a custom entity. If there is any thread to understand reporting issues let me know.
Moreover, the standard entity or OOB entity - Accounts plays important role in D365. Any future new features, need to be kept in mind.
Standard Entities have native back-end process and other native integrations, extensions like D365 for Outlook are closely knit, which we don't want to lose.
If the Account Entity could have multiple levels of classification like sitemap, it would be great to map different business process
Is that possible to mirror an OOB entity like Accounts, including its relationship with other entities and backend integration?
I couldn't find a clone option or base entity type while creating a custom entity.
with warm regards,
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
