I am on CRM 2011. If I share Accounts with another user its Orders get Shared due to Cascade All on relationship Share.
Going forward if I create new Orders, those records are not shared with the users with whom the parent Account was shared.
Is this by design?
How can I ensure these new records also obey the Cascade Share rule?
Thanks,
Jyotika.
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Hi Jyotika,
Yes, this is an expected behaviour. The cascading relationship works when you perform an action on the parent record and not on child record.
There is no OOB functionality which you can use to automatically share the new records. You need to build something custom. I think the following should work for you-
1. Plugin which triggers on create.
2. Within the plugin, You get the order entity from the target parameter.
3. Then you retrieve the parent account of the order.
4. Then retrieve all the users & teams you get the parent account.
5. Share the order with the above users & team.
You can refer the following SDK sample-
msdn.microsoft.com/.../hh547423.aspx
You can read more about shring here-
msdn.microsoft.com/.../gg334673.aspx
Hope this helps.
I don't think so.. it's by design.. The link below might be a bit confusing:
support.microsoft.com/.../in-microsoft-dynamics-crm-a-child-record-is-shared-unexpectedly-even-t
But I'm posting it here to quote this:
"The Cascade Sharing option is controlling only the sharing operation, which is not executed in this situation, as the sharing operation for the parent record has occurred before the creation of the child record."
Hi Alex...
So is there no way OOB that I can ensure new child records for a certain shared Account are shared as well?
Cascade behavior is all about propagating the changes you make to the parent record to all its child records (through that relationship).
In you scenario, there are no changes to the account.. So you will have to share those new orders manually or using a custom workflow activity / plugin (which you'll need to develop unless you can find a third-party solution for CRM 2011)
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