Account Name Across Custom Entities

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Hi there,

I have created several custom entities to track various information about our Clients (Accounts) and I'm running into issues specifically when an Account Name is changed. The goal here is to use the Account Name field across the entities so the name is consistent when changed etc.

How can I set my custom entities to use the Account Name from the Account entity with the field created by the new entity? When the account name gets changed, will it change on demand in the custom entities? If not, how can this be automated?

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CRMInnovation.com on at

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Create a lookup to the Account from the custom entities.

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Community Member on at

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Sorry. I should have explained. I have done this and I have a custom process that runs when the record is created/updated to copy the name into the field the custom entity marks as required. However doing it this way, doesn't update the field created by the custom entity with what's new in the lookup.

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CRMInnovation.com on at

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Trevor,

That' helps. When you save the related record that has the lookup does the lookup get refreshed with the correct name?

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No it does not get refreshed.

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CRMInnovation.com on at

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one more try, see what happens when you do a F5 on the record.

lastly does it ever get refreshed?

Are you using CRM Online, if so what version? 6.0 or 7.x ?

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Community Member on at

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Hi Jerry,

We use on-premise 2015. I've done plenty for f5's and double checked the custom workflow to populate accordingly.

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Community Member on at

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Adding a plugin may be helpful, once the account name gets changed, related custom entities get changed, too.

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How would I accomplish this?

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I am not sure this is a good way, I just guess.

And Adding a plugin, you need to know coding using .net

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Sean Michel 340 on at

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Hi Trevor,

If I'm understanding your question/issue correctly, you want to populate the Client record name on any child records or custom entity records it is associated to? Ideally, you should just utilize a view that holds the Account Name field, or a look-up to the Client record itself, which would also hold an Account Name.

If for some reason you need to update multiple Custom Entity records (that are associated to the Client record) with the actual text of the Account Name, then a plug-in would be one way to achieve your update goal, or you could build a custom workflow-step. This would require C# knowledge (msdn.microsoft.com/.../gg328490.aspx).

Of course, if the Custom Entity is held on the Client via a look-up, you could use out of box workflow that triggers onChange of the Client Account Name field, and update the related record via workflow. Sounds like you may know that though!

A non-coding option you may want to consider is this nice tool:

crm2011distributewf.codeplex.com

This will allow for you to update child records with workflow! I would suggest triggering it onChange of Client Account Name field I'm not sure about your record-count, but if it is really high, performance may be an issue here.

Again, ideally, if your goal is just to see the Account Name from a Client record, then you should just utilize a look-up to the Client record from the Custom record, or utilize a sub-grid that holds the Account Name column. Then, if any change occurred on the Client record "Account Name" field, it would update in the view column or look-up automatically.

Hope it helps!

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