Thursday, 27 November 2014

CRM 2015: How to Configure & Customize Hierarchy Relationship for Custom Entity

In the previous post, I was explaining about Hierarchy Relationship in CRM 2015, as we know we can have now I am explaining how to Configure the Hierarchy Relationship Setting for Custom Entity.

Let’s Get Started

Now, let’s configure it!

Create a Custom Entity

Let’s create a custom entity, I create a custom entity, so-called as ‘Project’

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Create New Fields

To make this scenario more complex and interested, let’s we create additional fields, such as Project Amount and Customer (Account). Thus, we can use those fields to show in the form.

Create the Relationship

Now, create the Relationship and make sure it is a self-referential relationship, it means that a relationship with Primary entity and the Child entity are the same entity.

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And make sure you set the Hierarchical to ‘Yes’, it is very important.

Configure the Hierarchy Relationship

Now, go to the next setting, there is ‘Hierarchy Settings’ and Create New.

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Now it will open a new windows allowing you to create only one new Hierarchy Setting and you are required to give name and choose default Quick View Form, if you don’t have this Form, then you should create at least one Quick View Form.

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Create the New Quick View Form

Put the important fields into the Form.

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Save it.

You can create more than 1 Quick View Form, but you need only one default form.

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*Remember in this post, we can only display 4 fields shown in the each diagram shape block, to display more info you can achieve this by switching the Form, so we need to create multiple Quick View Forms to achieve this and choose one as the default.

Save it.

And check this:

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It should show ‘True’.

Do not forget to Save and Publish All Customizations

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Create the Sample Data

After you published, it is the time to create the hierarchical data, before that make sure you have configured all the important fields in to the Main Form.

After you create several data with parent-child relationship enable, you can see the View Hierarchy upon you saved it.

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View All Data

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See the Result

Now, let’s see the visualization.

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You can see the hierarchy of the Project in each record perspective, either from the top one, the middle level, or the lowest level, you can select and jump to another related record in line.
In the left side is the tree view which you can Expand and Collapse.

In the Center is the Hierarchy Diagram.

And if you select the record, as usual plus contextual it will allow you to perform some actions defined in the Ribbon/Command Bar

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Well, it is a nice visualization from Out of the Box functionality, now I want to make it more beautiful by adding pictures.

How to Show with Picture?

First of all, you need to enable the Entity Image that was first time introduced in CRM 2013.
Go to the Entity detail and enable the Entity Image by creating a new image field.

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And go to the Form display properties

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Check the ‘Show image in the form’ checkbox

Save it and do not forget to publish it.

And Now you should add the Image, in this example is the image of the Project Manager, update your data and get back to see your result.

Visualize your Data with Diagram plus the Picture, it means 1000 words!

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Hope this helps you!
Thanks.

9 comments:

  1. Hi, thanks for the article.. How did you add images to the quick view forms in the hierarchy view?

    ReplyDelete
    Replies
    1. Dhivya,

      Just create an image field for that entity as default

      Delete
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  4. If one child has two or more parents, how can we show it view hierarchy. I need build a logic to show entire family in which once child can have multiple parents. Please help me.

    ReplyDelete
    Replies
    1. I think this is a limitation. It supports only 1:N relationship. Check the limitations in the previous post of the same blog. (i.e., http://missdynamicscrm.blogspot.in/2014/11/CRM-2015-hierarchy-relationship-new-feature-setting.html)

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  6. Hi Aileen Gusni, I have problem when view hierachy in Internet Explorer 11, it lose information(ex: account, project amount,create on....), it's good in Chrome. Please, support me. Thanks !!!

    ReplyDelete
  7. Hello,
    While creating self-referential relationship, the "Hierarchical" option is locked so unable to update to "Yes". Do you know why it is behaving like this?

    ReplyDelete

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