Create Entity from Entity Template

(0) Share

Report

Posted on by Community Member

Almost all weird up...wanted thoughts or suggestions out there on how to create an entity from another entity that is acting like a template?

I am not familiar with Entity.Extensions.Clone to know if this is best used?
https://msdn.microsoft.com/en-us/library/microsoft.xrm.client.entityextensions.clone.aspx

Basically I have an entity acting like a template and when a subject is selected on Case create it calls out to this template entity and if the subject matches it creates new or clone entity of it and ties it to GUID of the case.

Makes sense?

Thoughts?

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (1)

Verified answer

Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

Never mind saw my mistake

customEntity["dew_incidentid"] = new EntityReference("incident", caseEntity.Id);

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

Good example but I decided to update an entity instead BUT

that entity has a lookup field I am having problems populating. It is a lookup field to Incident and while it is not erroring it is not doing much more.

Sample code:

customEntity["dew_incidentid"] = caseEntity.Id.ToString();

String to string seems to work just fine for the name is there a special way to assign to a Lookup field?

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (0)

Report

RE: Create Entity from Entity Template

Paul,

I tried to find it.

I can only find this article..

This is an example how to use the entityextensions.clone

social.technet.microsoft.com/.../14688.mscrm-2011-c-clone-closed-activity.aspx

Hope this can help you.

Thank you.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

Change of plans, I'm going to build another entity that matches by attributes the same as the entity template then just update that entity with the attribute values.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

Jimena I just looked at that link and I have come across that before and it isn't the direction I am trying to go.

I want it to automatically create a clone but be separate from the entity template and be tied to the case via GUID.

Probably only makes sense in my heard but it's there!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

@benhosk Give it a go?! :)

Thanks for both your input as I am now onto this part of the request. I have filtered from the custom entity only those that match the subject from the case and now need to clone it and tie it to the case.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Create Entity from Entity Template

Hi Paul,

Also I you want to clone a record in Dynamics CRM ONLINE, you can review this useful link:

+ How to clone a record in Dynamics CRM 2013? | http://dipankarbhattacharya.com/2014/02/19/cloning-a-record-in-dynamics-crm-2013/

Let me know if this link is useful for you.

Best Regards,

Was this reply helpful? Yes No
Hosk on at

Like (0)

Report

RE: Create Entity from Entity Template

When you say you want to create an entity from an entity. I assume these are the same types of entity?

The clone method would probably work.

give it a go

Was this reply helpful? Yes No