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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / A Self Referencing Loo...
Microsoft Dynamics CRM (Archived)

A Self Referencing Lookup with the Value of Present Record.

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Posted on by Community Member Microsoft Employee

Hi All, 

We have a Business requirement,  I know in CRM we can Place a Lookup for the same entity in one of its form,   But the Requirement is to Get the Value of the Record itself in the lookup.   I can give a Example 

Let say we have a Account Record with Name "Company Alpha"  I will place a New Lookup which will be of  Account Entity in the Form,  Requirement is when I open the Form in CRM record of "Company Alpha"  In the account record for this Lookup I need to select the "Company Alpha" ?   

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: A Self Referencing Lookup with the Value of Present Record.

    Hi,

    Did you try this by yourself?

    This is not possible. The term "Self Referential" is used for entities and not for record itself i.e. you can related one account to other but not to itself. This will cause an error.

    Refer below links:

    social.microsoft.com/.../creating-this-parental-association-would-create-a-loop-in-accounts-hierarchy

    community.dynamics.com/.../195623

    titancrm.blogspot.com/.../creating-this-parental-association.html

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A Self Referencing Lookup with the Value of Present Record.

    Yes, I know this requirement is weird,  but was just curious if we can Achieve this in some possible way.   I am just trying to get all possible expert suggestions.  Thanks.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: A Self Referencing Lookup with the Value of Present Record.

    Not sure what business problem you are trying to solve & business value you are going to get with this field.

    If you want to display the guid value, then you can store it in a text field for display purpose.

    Ok, even if you try to store the same record as related in lookup, did you try to set in post create plugin, any issues?

    I never tried that - but you see any cyclic reference error.

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