Creating on demand Multiple Child Records

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Posted on by MituCRMing

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Hello there,

I am trying to create multiple child records from a parent record. There is no rule on when the child records can be created so I can't trigger a workflow. I am thinking to create on demand workflow that can be triggered from the parent case. Currently I have a sub-grid that shows related cases, and the child case need to be created from there by using the quick create form, on the quick create form I have the parent case and a multi select field, user can select one option or can select as many....based on that I need to display at least a one unique case number field for each selection. Is it possible to do that from the quick create form?

Thank you!

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Hi Rookie,

you could create a workflow (also with ondemand option) which will be called when an new boolean attribute (we named "Create records") are set to "True".

In this way you could allow you users to create subrecords directly from quick create form, just including "Create records" flag in this form.

Remember also do set "Create records" to false after worfklow ran.

Hope it helps!

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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MituCRMing 274 on at

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Hi Francesco,

Thank you for your response. If I understand correctly, I will have a field called create record in the quick create form that will later on trigger the workflow right?

Since I have a multi-select field that determines the other fields how do I go about that?

For example, if I choose 3 (option 1, 2, 3), I need to create 3 different child records based on the options.

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Hi Rookie,

yes, you are right.

You should create a custom workflow (or plugin) which has a series of conditions.

For each possible condition you could call same method (or few methods) with all the options you need.

If you need further support doesnt hesitate to ask.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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MituCRMing 274 on at

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Thank you Francesco. I haven't created a plugin so far that's why I am leaning to wards the workflow. Can I acchive that with a regular workflow or does that need to be a custom workflow as well?

Thanks

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Hi Rookie,

yes, you can do it if the number of subrecords created are knows: if you know exactley how much records you need to create for each option, i mean.

If you found my answer helpful, please mark as Verified.

Thanks.

If you found the answer helpful, please mark as Verified

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Aric Levin - MVP 30,190 Moderator on at

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You can also create an action that will create a child record on demand.

Basically your logic will be as follows:

- Create a Ribbon button (called Create Child) that will call a JavaScript function when clicked

- When button is clicked use Process.Js to call an Action (if you have not done action, an action can be used similar to a workflow or call a plugin message, but it doesn't have to execute on Particular out of the box events, rather can be your custom event)

- Create the action (using Processes -> New Process -> Type Action), and at the bottom specify the logic to create the new record.

You can use the above logic to create multiple child records by getting a parameter on the click event of the button, that the user enters the number of child records, and then executing the process multiple times.

Hope this helps.

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MituCRMing 274 on at

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Thank you Aric. The thing is I need the users to put the info that is why I wanted to use the quick create form that way they have the visual presentation. Is it possible to use the quick create form along with Action?

Thanks

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Aric Levin - MVP 30,190 Moderator on at

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Technically no. You can have the quick create call a Plugin Message or a Workflow on the Create Message only (as the name specified Quick Create).

What information are you looking to capture?

You can always create your own Web Resource HTML page, which will call an Action.

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MituCRMing 274 on at

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Hi Aric,

I am trying to create multiple child record from the main record. Some of the fields need to be copy down from the main record. I have a multi select field if user select more that 1 from the piclist that determine the number of child record need to be created. Let say if a user picks two, I need to display two fields to capture the record id number. If you don't mind can you walk me through on the HTML?

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