Tech Support > Microsoft Windows > Windows CRM > Inactive records of custom entities are not displayed
Inactive records of custom entities are not displayed
Posted by George on January 2nd, 2008


Below, I am giving you an example of the custom entities we have created
under the entity of account:

Account (1:m) Entity A (1:m) Entity B

The problem is that when we deactivate a record of Entity A, this disappears
under the entity of Account. In a more detail, if we open the Account form
and select to view the related records of Entity A, the system will display
only the Active records. There is no filter similar to i.e. Account - Orders.

The same happens to records of Entity B when you try to view them through
Entity A.

Is there any solution to this ?

Thanx --- George

Posted by Scott Moore: JourneyTEAM - EASI on January 3rd, 2008


On Jan 2, 11:45*am, George <Geo...@discussions.microsoft.com> wrote:
George,

I could be wrong, but I believe this was a feature of rollup update 2
in which Microsoft "fixed" the problem of inactive records showing up
in the associated view. It may have always worked this way for
implementations that started in Version 3.0....but I am not positive
about that. Anyways, you will need to create some additional status
reasons instead of deactivating records. Once a record is
deactivated, you will only be able to view it from the main list view
of that entity. If you want to continue deactivating records, then
you will probably need to adjust the quick search find columns so that
you can easily locate a group of records by typing in the value common
to that group.....or you will need to use the Advanced Find utility
and some saved views.

Scott
www.easiintl.com


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