Field Mapping being cached by browser

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Posted on by Community Member

Hi,

I am fairly new to CRM and I have come across an issue when attempting to map fields from one entity to another in a sub grid.

I have mapped multiple fields using the mapping options on the relationship. This seems to work fine the first time a new record is created in the sub grid. However, if I decide to make a change to the data in the parent entity and then create a second record in the sub gird the change is not carried forward to the new record. (I do understand that the first record would not update)

The data appears to have been cached by the browser. Clearing the browser history corrects the issue but this is not a suitable work around for the users.

Am I missing something simple? I have not been able to find anything about this with a google search, so I am guessing my lack of experience is the cause :)

Any help would be appreciated!

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Royal King 27,686 on at

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Is it online or On-premise CRM? If it's a on-premise try to do IIS reset to check the issue .

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Hosk on at

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is the user reloading the page.

If you changed a record featured in the subgrid, the data won't update until the user refreshes the page (by either refreshing or saving the record)

is this issue you are talking about or is the subgrid data not refreshing even after the user refreshes the page

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Community Member on at

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Hi Chitrarasan,

It is on-premise.

Kind regards

Danny

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Community Member on at

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Hi Ben,

The issue is still there even after the saving and refreshing the parent entity.

Sorry if my explanation isn't clear.

Basically, I open an entity form and type some text in a field. Let's say I type "Hello World".

The entity has a sub grid. I add a record to the sub grid and the "Hello World" text is carried through to a corresponding text field.

I then decide I want to change the text to "Hello Mapped World". I change the text and click the add button but the text on the new create form still reads "Hello World".

I have tried saving the parent form, refreshing the page and closing and re-opening the browser but the data is still cached. However, if I clear the browser history then the new form will generate with "Hello Mapped World".

Kind regards

Danny,

PS. Your You tube site was very useful :)

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Hosk on at

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Does refreshing the page hosting the subgrid change the values inside the subgrid?

What happens if you press the green refresh arrows on the subgrid, does this update the values displayed in the subgrid?

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Community Member on at

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Hi Ben,

There are no values to refresh in the sub-grid. The issue is when I am attempting to create a new record within the sub grid. As the data has not mapped correctly I am not saving the new record.

I wouldn't expect existing records to be updated by changes to the parent entity. As I understand it, the mapping only works when the record is initially created.

Kind regards

Danny

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Community Member on at

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@Danny your understanding is correct, existing records would not change. If you are changing the parent record, saving and then creating a new child record from there, something is very wrong if the new value is not mapped.

Do you get the same behaviour if you go to the related entity navigation to see the child records Associated View and click new from there? (just wondering if it relates specifically to the sub-grid + button).

When you create a new child record, the mapping process works by passing into the URL for the new record form values such as the parent entity typecode and GUID to go fetch the values from, so what you are seeing is really strange.

It might help to know what browser you are seeing this behaviour with, and if a different browser resolves it?

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Community Member on at

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Hi Adam, Thanks for your help.

I have tested in both Chrome and IE and I get the same result.

It does appear to be specifically related to the sub-grid + button. If I go to the related entity navigation as you suggested the mapping works correctly (provided the record has been saved).

Any ideas on what might be causing this?

Thanks

Danny

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Community Member on at

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Just to add to this....

We have more than one CRM environment so I have re-created the scenario on another dev box. I kept the test as simple as possible. Both entities only have one custom field to be mapped. The results are the same. The field mapping is still being cached.

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Community Member on at

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Sorry, it may be my fault for not mentioning this earlier. I am trying to use a quick create form on the sub grid.

I have just tested without the quick create and the mapping works. Is there a known issue with the quick create form mapping?

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