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18Hi,
We have a custom entity called Contact-Address, which joins a Contact with an Address together with a handful of additional text fields. Additionally, have an option-set field on the Order entity called Order-Origin, which contains a simple set of values used to identify where the order originated, especially if it came from an external source outside of CRM.
My goal is to define section on the Account entity form to allow users to be able link a Contact-Address with an Order-Origin for the Account entity. Below is a wireframe mock-up of how I envisaged the new functionality to work on the Account entity form:
The new Order origin default billing grid/box shows a list of the Order Order-Origin field option-set values, and allows the user to look-up the Contact-Address to create the default billing Contact-Address/Order-Origin relationship for the Account.
Hopefully that's clear...
The purpose is for the originating system, creating the order, to be able to identify a default billing address and contact when an order is being created externally and pushed into CRM.
From another perspective, from the perspective of the Contact-Address entity, I have created the following mock-up as a secondary option for the users to use:
While appearing slightly simpler, the more intuitive way for the user to create the default billing relationship is via the Account entity form, show as the first mock-up above.
I'm not sure:
- Whether I need a new entity or can this be accomplished using relationships alone?
- How would I go about creating the Account entity form UI, with the list of Order-Origin option-set values listed and the Contact-Address entity look-up?
- I'd also be grateful for advice on how to create the Contact-Address UI, but this a little lower down the priority list from the other two points.
Thanks in advance for reading and any advice you might have for me.
Kaine
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