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Microsoft Dynamics CRM (Archived)

Problem With Record Sharing

Posted on by 1,779

I have a Parent/Child relationship between two custom entities: Application (parent) and Membership (child). It's a N:1 relationship.

When I share the Application record with another BU, I need to be sure that it won't automatically share any child Membership records. I have altered the Relationship Behaviour as below:

share.JPG

I would have expected the above configuration to prevent the sharing of the child record, but it isn't. What am I doing wrong?

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  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Problem With Record Sharing

    Yes you are right. Cascade will apply only to the new records . If you want to remove for the old records you can create on demand custom workflow to get reflected.

  • Verified answer
    MDS Profile Picture
    MDS 1,779 on at
    RE: Problem With Record Sharing

    UPDATE - I identified the issue.

    I didn't appreciate that the Relationship Behaviour is stamped on the records when they are created. That is to say, on existing records that existed before I changed the behaviour, shares were cascaded down from the parent. On new records, shares were not cascaded.

    A pretty good "gotcha"!

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