I add a new field to quote: "related_other_account_id". This field store the
ID of an Account (different from the "Potential Customer" field) (lets call
this Account: The Supplier)
Now I need to show the "related quote" from the Supplier Account.

I think I would need to build a query like:
<all quotes having "related_other_account" field = the current Account ID
value... but I don't know if it is possible.

How can I handle this ?

Where are you trying to show this?


"Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
news:u0EewVphDHA.1200@TK2MSFTNGP09.phx.gbl...
> I add a new field to quote: "related_other_account_id". This field store
the
> ID of an Account (different from the "Potential Customer" field) (lets
call
> this Account: The Supplier)
> Now I need to show the "related quote" from the Supplier Account.
>
> I think I would need to build a query like:
> <all quotes having "related_other_account" field = the current Account ID
> value... but I don't know if it is possible.
>
> How can I handle this ?
>
>
>

Sebastiano,

Notwithstanding John's question, to create another relationship between
entities in CRM, e.g. Account to Account.  You will need to create an aspx
page referencing the CRM assembly.

We are approaching this problem by creating a new button on the account.
The button will launch an asxp page with the parent account, and a 'lookup'
onto other accounts, much like the existing account lookup, but in the
bottom half of the page.  The user will pick the account the wish to
associate with the parent, then save the records, which will then updated
the Parent Account record setting the GUID, and populating a new field with
the child account name.

This child account name can then be displayed on other views and forms.

John - I'm not sure if you have had a need to look at this kind of entity to
entity relationship issue.  We are scoping a project now that has multiple
relationships between entities all over the place.  If you can think of
another way to accomplish this (keeping in mind that there will likely be
two or three relationships on the account alone), I'd love to chat with you
about it.

Hope this helps Sebastiano,

Steve Chambers
Rimrock Corporation





"Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
news:u0EewVphDHA.1200@TK2MSFTNGP09.phx.gbl...
> I add a new field to quote: "related_other_account_id". This field store
the
> ID of an Account (different from the "Potential Customer" field) (lets
call
> this Account: The Supplier)
> Now I need to show the "related quote" from the Supplier Account.
>
> I think I would need to build a query like:
> <all quotes having "related_other_account" field = the current Account ID
> value... but I don't know if it is possible.
>
> How can I handle this ?
>
>
>

Steve,

This approach is similar to one I recommended recently on a proposal, so
it's good to get some "validation".  One thing that you may want to consider
is to add a post-callout that will cascade name updates to the child
accounts once the parent account is updated.  Otherwise the denormalized
name will get out of sync.

Matt

<Steve Chambers> wrote in message
news:uaKz5XrhDHA.2500@TK2MSFTNGP09.phx.gbl...
Sebastiano,

Notwithstanding John's question, to create another relationship between
entities in CRM, e.g. Account to Account.  You will need to create an aspx
page referencing the CRM assembly.

We are approaching this problem by creating a new button on the account.
The button will launch an asxp page with the parent account, and a 'lookup'
onto other accounts, much like the existing account lookup, but in the
bottom half of the page.  The user will pick the account the wish to
associate with the parent, then save the records, which will then updated
the Parent Account record setting the GUID, and populating a new field with
the child account name.

This child account name can then be displayed on other views and forms.

John - I'm not sure if you have had a need to look at this kind of entity to
entity relationship issue.  We are scoping a project now that has multiple
relationships between entities all over the place.  If you can think of
another way to accomplish this (keeping in mind that there will likely be
two or three relationships on the account alone), I'd love to chat with you
about it.

Hope this helps Sebastiano,

Steve Chambers
Rimrock Corporation





"Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
news:u0EewVphDHA.1200@TK2MSFTNGP09.phx.gbl...
> I add a new field to quote: "related_other_account_id". This field store
the
> ID of an Account (different from the "Potential Customer" field) (lets
call
> this Account: The Supplier)
> Now I need to show the "related quote" from the Supplier Account.
>
> I think I would need to build a query like:
> <all quotes having "related_other_account" field = the current Account ID
> value... but I don't know if it is possible.
>
> How can I handle this ?
>
>
>

Thanks Steve, I followed your suggestion, add 2 field in account form
(Account_name and Account_ID), add a toolbar button,
but I didn't create a new ASP page because I used the standard
"_controls\lookup\lookupsingle.aspx" modifying only
"_controls\lookup\lookupdialogs.js". The value are updated in the parent
account by javascript (windows.opener.form.fieldname=value1).
Was this the way you thought for update the values in the parent account or
you thought to use sdk ?

Sebastiano




<Steve Chambers> ha scritto nel messaggio
news:uaKz5XrhDHA.2500@TK2MSFTNGP09.phx.gbl...
> Sebastiano,
>
> Notwithstanding John's question, to create another relationship between
> entities in CRM, e.g. Account to Account.  You will need to create an aspx
> page referencing the CRM assembly.
>
> We are approaching this problem by creating a new button on the account.
> The button will launch an asxp page with the parent account, and a
'lookup'
> onto other accounts, much like the existing account lookup, but in the
> bottom half of the page.  The user will pick the account the wish to
> associate with the parent, then save the records, which will then updated
> the Parent Account record setting the GUID, and populating a new field
with
> the child account name.
>
> This child account name can then be displayed on other views and forms.
>
> John - I'm not sure if you have had a need to look at this kind of entity
to
> entity relationship issue.  We are scoping a project now that has multiple
> relationships between entities all over the place.  If you can think of
> another way to accomplish this (keeping in mind that there will likely be
> two or three relationships on the account alone), I'd love to chat with
you
> about it.
>
> Hope this helps Sebastiano,
>
> Steve Chambers
> Rimrock Corporation
>
>
>
>
>
> "Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
> news:u0EewVphDHA.1200@TK2MSFTNGP09.phx.gbl...
> > I add a new field to quote: "related_other_account_id". This field store
> the
> > ID of an Account (different from the "Potential Customer" field) (lets
> call
> > this Account: The Supplier)
> > Now I need to show the "related quote" from the Supplier Account.
> >
> > I think I would need to build a query like:
> > <all quotes having "related_other_account" field = the current Account
ID
> > value... but I don't know if it is possible.
> >
> > How can I handle this ?
> >
> >
> >
>
>