Let’s say you want to show a few fields from one entity form on another. For example, your sales people would like to see the Relationship type of the parent Account, on a Contact form – a detail that saves the sales people the extra clicks of having to switch to the Account form to check.
In CRM 2011, this required customization (scripting) to accomplish this task. In CRM 2013/2015, this can be accomplished by creating a new entity form under the Account – Relationship Type View. This new mini-form can then be brought into the Contact form. When the user views the Contact form, the current values for the fields from the mini-form will be displayed.
In the example below, we have a company (very originally) named “CRMTEST”. CRMTEST company has Accounts in their CRM that are Grocery Suppliers, Non-perishable Suppliers and Office Supplies Vendors. Currently, their Contact form shows the details about the contact, including the parent company, but does not show the relationship type of the contact’s employer. The users at CRMTEST want to see the type of company shown on the contact form to save the extra click to view the parent company for that information.
Account form with Account Relationship field circled:
Contact form showing Company Name, but no information about the relationship type:
So, how do we bring the Relationship Type field from the parent Company onto the Contact form? It’s just a a few steps!
First, go into the customizations area and edit the Account Views and create a Quick Create Form:
On the Quick View Form, add in the Account Relationship Type field, save, close and publish the changes:
Then, go to the forms area under the Contact entity, open the main form, and from the ribbon menu, select Insert > Quick View Form. Fill in the Quick View Control Properties to show the Related Entity = Account and Quick View Form created in the last step.
Verify that the new field is now placed on the Contact form, save and publish.
Now go back to one of the contacts, view the form with the new field:
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Hello,
Thank you very much for posting this - I used it to create a special contact view that shows the relationship type. However, my preferred choice was to create a view that shows only Customer (vs prospect or other type of contact), but when I tried to add the Relationship Type to the filter it was not available in the drop down with all the account related fields. How can I add the Relationship Type as one of the filters in my view?
Thank you for your help in advance,
Elena
Hi Elena:
I have seen this issue before, as well as discussed with team members. Without knowing how your system is configured, I can suggest a few possible solutions.
1. Republish the Contact entity i.e. where you cannot see the “Relationship Type” field through the advanced find.
2. Check under Customizations > Contact > Relationship Type verify that the field is set as “searchable”.
3. Construct your search in a different way – for example search on Accounts that have Contacts with the specific Relationship Type value set. Or, find all Contacts– show the Relationship Type field as one of the columns on your search. Export to Excel to separate out the records that have the Relationship Type you are looking for.
4. Go through report wizard to see if the field you want to filter with, is available on Contacts.
-June
Thanks for sharing the nice informative post.
do you know how to query (with SQL) 'Areas that can display this entity' for each entity?
I am not sure of a SQL query to look for ‘Areas that can display this entity’. Please provide some more context for the question. If you are referring to the navigation tiles where entity links are displayed, connecting to the Dynamics site with XRMToolBox SiteMap Editor might provide the information you are looking for.
-June
Hi,
It’s really a great and helpful piece of information. I’m glad that you shared this helpful information with us. Please keep us up to date like this. Thanks for sharing.
Thank you,
I followed this walk thru and it worked great, except there is white space above and below the field. How do you remove the extra spacing?
Hello Caleb:
Does your Quick View form have extra lines before or after the fields on the form? Also, do the other parts of the form above and below where the Quick View was inserted have extra lines or space that is not filled in?
-June
JustDucky
Hi
I tried this but the field i wanted to bring through was a ROLLUP field. Whereas the rollup field has the correct value on another form for the linked entity, for the quick view form it always shows as empty...
Mike
The further answer is that this has not been expanded beyond self-referential relationships. Entity A can only be hierarchical to Entity A and Entity B can only be hierarchical to Entity B.
🙁
I sort of answered my own question. The answer is "you can" but you can only do it for a new relationship, because the "Hierarchical" option is grayed out for an existing relationship.
This is very unfortunate as we have thousands of records already related and creating a new relationship for the hierarchical option would be very difficult to migrate over to the new relationship.
Do you know of any way to get past this restriction?
Can this be done for Custom Entities as well? I have 2 Custom Entities where Entity B is a Child of Entity A. IS there a way to display Entity A information on a Form for Entity B?
Gerry
This blog is really helpful, but i stuck in to get the value of quick view form which i am displaying in child form . can you please help me out in this
In the third screenshot of this post, you say to create a "Quick Create" form, but you have "Quick View" form circled. I think the instructions should say "QUick View?"
Hello Debra:
You are correct. The instructions should say "Quick View" form, not "Quick Create". Thank you for noting the error.
June
JustDucky