Dynamics Community Forum Thread Details

How to enable multiple entities type of look up on custom entity

Hi Guys,
I need to know how to update multiple records using either plugin or JS. ( If it is possible by workflow give me suggestion).

Let's consider the scenario. I' having Entities 1).Entity X (Sales Orders) and Entity type1(supports WLAN records), Entity type2 (supports firewall records), Entity type3(supports LAN records), Entity type4 (supports SERVER records), Entity type5, and so on,

Common between all entities is Account name.

In the Entity X, Account name is the primary Field (Look up of Account Entity: Account Name, having 1:N relationship with Account). and some data
When the user select the name of the account in the "Entity X" i need to fetch the address from "Account" entity and update in "Entity X" (This is done, not to worry about this).

For each order, multiple items are purchased based on its type. I need to save info (serial, mgfr, vendor name) into that particularly entity.

(Can show as subgrid but how to link it from entity X to particular entity type

Order 123:

Customer Name : XYZ

ITEM 1 : WLAN , serial number : 354657,vendor : hp and so on. --> this info needs to go into entity type 1

ITEM 2: LAN, Serial number :5777687, vendor : dell and so on --> this info needs to go into entity type 3

ITEM 3: firewall, Serial number :777687, vendor : apple and so on --> this info needs to go into entity type 2

ITEM 4: SERVER, Serial number :898687, vendor : vivo and so on --> this info needs to go into entity type 4

So i need to list out these entities in look up for user in order to SELECT TARGET TYPE & create record for entering these information.

but by default crm lookup search restricted to one entity. I want to have multiple entities in target record type like partylist or regarding object in activities.

Key to Note : In this scenario , all entities are customized by admin and not related to activities or custom activities.

Can some one please help me on what method should I write and where to place that code? at form level or table level?

Thanks,

Deepthi

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