How to add an entity as a relationship to another entity in a plugin?

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Posted on by dalawh

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Entity A has a 1:N relationship to Entity B

1. I am trying to add Entity B (already created) to Entity A (already created) within a plugin. How do I associate them? I am retrieving Entity A and B through Retrieve/RetrieveMultiple.

2. By default, when you create Entity B, will it automatically be associated to Entity A or do I have to manually associate them myself? If manual, how might I do that?

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Pramod M 1,445 on at

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I think you are asking about associating records of entity B and Entity A. After creating the relationship you can add a lookup of entity A in the form of Entity B. Also Entity B will appear in the left navbar of entity A. Now you can add multiple entity B from the record of entity A and in this case the relation will be automatically created (by default the record A will be available as selected in lookup inside record B's form). Also when you create record of Entity B you can select the record of entity A from the lookup which is added in the form (make this business required so that user will be forced to select the record of entity A). In this case also the relationship happens automatically.

Hope this helps.

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