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Business Rules on Relationship Entity

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Posted on by Community Member

Hi all,

what is the best way to add business rules when we create or modify relationship between entities?

In my use case, I have N:N relationship between Entity A and Entity B.

Users can relate only some Entity B records: only records that have the EndDate (custom field) >= current timestamp.

One solution is to add filter on Entity B view, but when users are adding the related entity they can switch view and use a non filtered view. In this way they can relate all B records.

1. Can we define a busienss rules on the Relationship Entity, and show an error message when a user try to create a relation on both sides?

2. Possible work-around: Is there a way to show only the filtered view when the user define the relationship?

Thanks in advance

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LeoAlt 16,331 Moderator on at

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Hi Andrea,

Business rules is only available on entity forms. If you want to filter the entity view, it is not possible by business rules.

If you want to filter the look up view, you could set some configurations.

Open the form editor, open the lookup field properties.

Close the "View Selector" and set your custom filter view as default view. Then users will be only able to choose records in your custom view in look up field.

Regards,

Leo

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Community Member on at

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Hi Leo,

thanks for your response.

I was able to set the configuration only for 1:N relationship, opening the lookup field properties.

In this case I have N:N relationship and a sub-grid inside my form. In the subgrid properties, I configure only one view, and is OK. But When I click the Add button on the subgrid, in the "Search Records" form, I can click "All records" and then switch on all the views related to Entity B.

I was not able to find and configure the "Search Record", I use a default N:N relationship with autogenerated Relationship Entity.

Is possible to customize the search adding filters and configure only one filtered view when I click on "All records"?

Thanks

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LeoAlt 16,331 Moderator on at

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Hi partner,

If you are adding the new record in "Related" section, it is by design.

There is already an idea about this.

https://experience.dynamics.com/ideas/idea/?ideaid=81cdcbf4-dffc-e911-b862-0003ff68954d

Regards,

Leo

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Roma Gupta 725 on at

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Hi Andrea

Did you manage to solve this?

After reading responses, I think what you need would require custom script. But I couldn't understand the need of your requirement?

Regards

Roma

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Community Member on at

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Hi Roma,

I was not able to completely solve the problem. I have tried with manual N:N relation, creating a manual Relationship Entity and I was able to add my filter and to show only one View when a user link a Releted Entity. This works only if user click on + button of the subgrid. If a user select 3 dots of a subgrid and click on "Add Elements.." he is able to insert every kind of records, because he can see all records and all views.

The requirement is to allow relationship only with some records of Entity B, based on some field value.

For example, a user can link to Entity A, only Entity B records with EndDate >= Datetime.Now

I thought to reach this result configuring some business rules and getting a managed error or filtering the list of possible records in subgrid. But using the default N:N relationship is not possible; using a manual N:N relationship a user can insert all records by clicking on the "Add Elements".

Do you have other solutions?

Thanks

Andrea

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Roma Gupta 725 on at

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Hi Andre

Update the settings of the sub grid to below. Default view needs the view created as per criteria.

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