A Self Referencing Lookup with the Value of Present Record.

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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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Arun Vinoth 11,615 Moderator on at

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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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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.

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RaviKashyap 55,410 Moderator on at

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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.

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