Dynamics CRM Tagging

(0) Share

Report

Posted on by Community Member

Hi:
I want to add students record, I created Entity and Form, but I have to tag each student record, How can I achieve this functionality.

I think I should have a seperate textbox where I can enter tag for that specific student record.

Am I Right? or what guidelines should I follow.

I searched and found, URL, it is already a managed solution and somehow fulfills my requirements, but I want to develop my own solution as it will be containing some other functionality.

Thanks.

*This post is locked for comments

I have the same question (0)

All responses (17)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

Create a new entity for tags and create N:N relationship of it with student. Using that you can add multiple tags to a student record.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

@Vikas vikas

I added new entity for Tags Named as Tagging, In Student Entity I added a N:N Relationship.

Now How can I use tags in my student record.

How Can I make use of Tags functionality?
what extra thing i should do?

Thanks.

Was this reply helpful? Yes No

Community Member on at

Like (0)

Report

I followed this URL

and I didn't understand this thing.

Was this reply helpful? Yes No

Suggested answer

Community Member on at

Like (0)

Report

hi

you should create look up field in tags entity and if tags related to student is unique ,you must create 1:N relationship,and click in field and then details and define relationship

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Go to Student form. Add a sub grid, in sub grid select the correct relationship (N:N) of student with Tag. This should give you the ability to add tags via student form. You can add the sub grid on tags form as well to add students on tag.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

yes this is my requirement that I will be adding tags from Student Form.

but on Student Form as you said

"Add a sub grid, in sub grid select the correct relationship (N:N) of student with Tag."

In fact I am unable to do this thing. How can I add RelationShip in a SubGrid?

Thanks for reply..

Was this reply helpful? Yes No
Suggested answer

tpeschat 4,930 on at

Like (0)

Report

Hi,

can you please provide examples of such tags.

Is this individual information per student, or can one tag apply to multiple students?

Shall the user only choose from a list of tags, or shall the user also be able to define new tags by himself.

What do you want to achieve with the tags?

Wouldn't using marketing lists also be an option, to group students with specific criteria?

Br Thomas

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

While you are adding the subgrid, in the Entity dropdown, you will see the Tags entity option that is the N:N relationship (as you do not have any other relationship between tags and student) only. This should let you select existing tags for student/ create new tags.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks Vikas Saxena & Thomas Peschat.

yes I have achieved this one...doing this it shows all tags in the sub grid, but I want:

on Student form while adding a student, I can add tags for that specific student. and these tags should be shown be shown in subgrid that are specifically to this student only.

as here is the snapshot:

Was this reply helpful? Yes No

Suggested answer

Community Member on at

Like (0)

Report

Go to the properties of that grid and select "show related records only" option.

Was this reply helpful? Yes No