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CRM Portal - Create a related record from entity list

Posted on by Microsoft Employee

Hi everyone,

I have an issue when I try to configure an entity list to create a related record of a different entity, instead of the entity configured for the entity list. I have search for documentation to know what's the proper configuration to do this, and even in the adx documentation but I haven't find anything related yet.

Basically, I want to know how it works and how to configure this action:

7180.2017_2D00_11_2D00_13_5F00_13_2D00_14_2D00_23.png

I'll explain my scenario:

I have an entity called "Evaluation Package" which is the one configured to display records in the entity list that I mentioned above (I have no problem displaying this data). "Evaluation Package" entity has a 1:N relationship with other entity called "Appeal Application", which it's the record type that I want to create and to display an item action configuring my "Evaluation Package" entity list to use "Create Related Record" functionality to create records of "Appeal Application" type.

At the begining I thought, my problem was about entity permissions, I have configured the following entity permissions for those entities:

4048.2017_2D00_11_2D00_13_5F00_13_2D00_28_2D00_31.png

I've created a child permission of "Parent" type for "Appeal Application" entity related to "Evaluation Package" entity as well.

Entity Permissions fields are checked in my entity list record and it related records (Entity Forms, just to give an example).

The following image represents the actual configuration for the "Create Related Record" action in my entity list:

 4382.2017_2D00_11_2D00_13_5F00_13_2D00_33_2D00_51.png

But even with all of this configured, I still don't see my action item to create the record.

5635.2017_2D00_11_2D00_13_5F00_13_2D00_36_2D00_46.png

If you have any documentation, an example or a reference page about how to configure the "Create Related Record" item action, it will be very helpful.

Thanks!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Portal - Create a related record from entity list

    Thanks for your reply. very sad that we don't have solution on the same and need to route through such alternate solution.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Portal - Create a related record from entity list

    Hi Kartik! Unfortunately I couldn't achieve the proper solution for this, but I did a workaround to solve my problem check this link where I explain what I did, I hope this could be helpful for you :)

    community.dynamics.com/.../258622

    Kind Regards!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Portal - Create a related record from entity list

    I am having the same issue. did you get the solution?

  • RE: CRM Portal - Create a related record from entity list

    Can you be a little bit more specific please?

    Regards.

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