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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mapped fields
Microsoft Dynamics CRM (Archived)

Mapped fields

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Posted on by rgoncalves

Hi,

I have a strange case with mapped fields.

I have a custom field in case entity and the task entity with a relationship and mapping between then.

Because I can't edit the social plane quick create forms, I had an idea of add a sub-grid to the case form. When I click on the + sign and select task, the field is not mapped.

I saw this solution in here:

http://missdynamicscrm.blogspot.co.uk/2014/11/field-mapping-from-opportunity-quote-order-to-product-does-not-work-crm-2013.html

If I open the the activities associate view on the case form and add the task by there the field is mapped correctly.

 This is a really strange behaviour.

Even more strange, I restore the add task button on the command bar.

See this in here: http://survivingcrm.com/2014/01/expanding-add-activity-options-crm-2013-forms/

When I click in the add task on the command bar, the field is mapped correctly. (This shouldn't work because I raise a similar question last 13th in here https://community.dynamics.com/crm/f/117/t/149156.aspx and I got the response saying "the standard subgrid buttons trigger the relationship mappings, custom code not." but sub-grid is not mapping)

I know this is a solution but is not the best one because the usability for the users.

 

 

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  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Ricardo,

    I think the one that didnt work explained in this post:

    missdynamicscrm.blogspot.co.uk/.../field-mapping-from-opportunity-quote-order-to-product-does-not-work-crm-2013.html

    If only if you create a new child record from a special subgrid button, that is add existing product/write in and for Opportunity product line, quote product, order product, or invoice product only.

    If you create the Task from your own newly created subgrid placed in the Case form, it should work.

    The concept of the mapping is will work if only you create new record through subgrid or associated view or if you can do some scripting and then you can get URL with specific parameter:

    CreateFromId and CreateFromType

    Sample:

    http://<server>/<org>/main.aspx?etc=10019&extraqs=%3f_CreateFromId%3d%257b83D303DE-6B03-E111-9EE0-00155D031A24%257d%26_CreateFromType%3d10019%26etc%3d10019&pagetype=entityrecord

    As your references:

    www.magnetismsolutions.com/.../Cloning_Records_in_Microsoft_Dynamics_CRM_2011.aspx

    community.dynamics.com/.../127771.aspx

    www.datazx.cn/.../crm-2013-javascript-open-new-record-of-a-different-entity_wn_forum_dn_crm

    "You can also use the "CreateFromId" url format which will automatically respect the attribute mappings.

    example:

    server/.../main.aspx;extraqs=%3f_CreateFromId%3d%257bE9F4AA7E-987A-E111-A842-0050568370A8%257d%26_CreateFromType%3d3%26etc%3d1084&pagetype=entityrecord"

    So, I think this parameter: CreateFromId is also becoming the key to make the mapping works.

    Hope this helps!

    Thanks.

  • rgoncalves Profile Picture
    rgoncalves on at

    Hi Aileen,

    Thank you very much for your reply.

    I inserted a new sub-grid (Related activities) in case form and like you said, it should work correctly. When I restore the hidden button in ribbon it work (like you said, it should only work with grid and associate view).

    Click on the + sign on the sub grid - no CreateFromId (mapping not works)

    Click on associated view - CreateFromId on the url (mapping works)

    Click on the restore task button on the command bar - CreateFromId on the url (mapping works)

    Very strange this kind of behaviour.

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Ricardo,

    Yup, the createfromid is the key as well.

    But, I am not sure about this:

    Click on the + sign on the sub grid - no CreateFromId (mapping not works)

    Do you mean after you click the + and you see the lookup to choose existing task record?

    And another question, the regarding field can be auto populated or not?

    If it is same as the picture, so the case is would be same as the first link you gave.

    If not, but it open a new pop up, then it should call a quick create form and the mapping should work.

    Thanks.

  • rgoncalves Profile Picture
    rgoncalves on at

    Hi Aileen,

    This is the process I'm doing and it's not working

    0564.Capture3.PNG

    7658.Capture2.PNG

    2350.Capture4.PNG

    As you can see in the last image, the form is open in a new popup windows and the regarding is populated but the contact is not.

    This is the same thing with the associated view.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Ricardo,

    I see from your pictures.

    But, once I try to add the subgrid to the Case form in my environment, I can get the createfromid URL:

    Here is my full URL

    myorg.crm5.dynamics.com/main.aspx;extraqs=%3f_CreateFromId%3d%257bD09E62A8-90DF-E311-9565-A45D36FC5FE8%257d%26_CreateFromType%3d112%26etc%3d4212%26pId%3d%257bD09E62A8-90DF-E311-9565-A45D36FC5FE8%257d%26pName%3d%26pType%3d112&histKey=521220849&newWindow=true&pagetype=entityrecord#276399591

    as you can see there:

    &extraqs=%3f_CreateFromId%3d%257bD09E62A8-90DF-E311-9565-A45D36FC5FE8%257d%

    CreateFromId this is the key I think.

     

    Is it your custom relationship? Because the standard relationship with activity, you cannot customize mapping.

  • rgoncalves Profile Picture
    rgoncalves on at

    Aileen,

    Yes, it's a custom relationship. On the last image I show you that the contact lookup mapping is working when the task is created from associated view or the restore task button (with ribbon workbench) but not on the sub-grid.

    Really strange behaviour.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Ricardo,

    It's weird because I try the same thing (create a new relationship Case to Task, make the Description field [like you did contact field] to be mapped from Case to Task), then I place a subgrid into the Case form, I click the + button, and it did like this, you can see:

    task3.png

    Then it will open a new pop up, Task form which is you can see the description field can be mapped well

    And you can see I have the createfromid in the URL, I have the mapped description field and so does the regarding.

    But, there is something I feel different, the icon shown in the picture, why in your environment it is still colorful icon? That subgrid, you didn't do any customization plus you are using CRM 2013 right (according to your tag), I know this is not a solution, but I am happy to talk about this strange behavior, just in case I didn't follow the same things like you did, because it's weird in my environment it worked, if only what I did is exactly same with you did, maybe you can do a favor to elaborate more if it was different.

     

    Thank you.

  • rgoncalves Profile Picture
    rgoncalves on at

    Aileen,

    Thanks a lot for your time.

    I have Ribbon workbench install as a solution, I don't know if there is an issue.

    The rest of the process seems to be similar to mine less the icons. I didn't change anything on the icons and I tried on my on premise machine and the icons are the old ones.

     

    i don't believe that is an issue with the update because the online version is always updated.

    Do you have any Idea of what it can be?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Ricardo,

     

    Did you modify the ribbon?

    And this is your subgrid properties?

     

    Thanks.

  • rgoncalves Profile Picture
    rgoncalves on at

    I seem the same!

    I made some customizations to the solution but not on the case entity, just in one custom entity.

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