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I have a 1:N relationship between Account to custom entity Product.
I'm generating the product name based on the Account display name + couple other fields using a Plugin. But issue is when the Account name is changed (Account level), the lookup display name is changing (on Product Entity) but the plugin is not triggering to generate the new name.
Please suggest a solution.
Thanks!!
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Hi Ram,
I believe you are triggering your plugin on product entity. In case if you want to update product name on change of Account name then create one more plugin on update of account name and update product name accordingly
Hello,
you have to create a plugin on the account update, where you get the related products using CRMService.RetrieveMultiple(query) method and applying for each on every single product record retrieved in order to update its name accordingly.
As for the Account lookup change on the product record level, you can use a real-time workflow to update the product name.
Your plugin registered on "Product" entity and you are making change in "Account" entity. If you want a plug-in get trigger on account name change then register it on Account entity.
Hi,
As you have registered the plugin pn change of Account lookup on Product entity, it will trigger only when the value of the account lookup changes. In your case, you are changing the name field on the same account record which is getting changed in the lookup value as ell but the actual account value is not changed.
For example, you added "Account One" to Product. Now you changed the name of "Account One" to "Account Two" this is a a change in Account entity. Now in the lookup fiel the name field gets displayed of the selected account. Because the name field of the account was "Account One" before, it displays that and after changing it is displaying the updated value. There is no change in the field of the product entity which is why the plugin is not triggering.
This is one a the most common requirement where you want to update the child records when parent field changes. You can create a plugin on account name change as well and then within the plugin retrieve all the product and set the name.
Hope this helps.
Post-operation and have that lookup in filtering attribute.
HI,
At which event you are triggering your plugin and what are your filtering attributes?
Thanks
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