I am in the process of creating a new entity called Vendor. I'd like to mimic
the Account's "sub-account/parent account" relationship by having a lookup
field in Vendor called "Parent Vendor"

Am I correct when I say this isn't possible? If so, does anybody know a
clever workaround?

Unfortunately, this is not supported. One option though would be to use
Account and set the Type to vendor.

--

Matt Parks
MVP - Microsoft CRM


"Sarah Montgomery" <SarahMontgomery@discussions.microsoft.com> wrote in
message news:3DF17F3F-AD48-4F33-9662-A09046CBD95D@microsoft.com...
I am in the process of creating a new entity called Vendor. I'd like to
mimic
the Account's "sub-account/parent account" relationship by having a lookup
field in Vendor called "Parent Vendor"

Am I correct when I say this isn't possible? If so, does anybody know a
clever workaround?

Any idea on this tremendously significant design oversight will be
alleviated? Just doesn't make sense Matt.

RJ Samp


"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:eXqvjDnNGHA.812@TK2MSFTNGP10.phx.gbl...

Sorry, no idea.

--

Matt Parks
MVP - Microsoft CRM


"RJ Samp" <rjsamp@avantesolutions.com> wrote in message
news:OlU$xxnNGHA.984@tk2msftngp13.phx.gbl...
Any idea on this tremendously significant design oversight will be
alleviated? Just doesn't make sense Matt.

RJ Samp


"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:eXqvjDnNGHA.812@TK2MSFTNGP10.phx.gbl...

This is unsupported, but you might be able to make it work You'll need to
do a little metadata tweaking (it always comes down to that, doesn't it?).
You need to add an attribute that points back to the custom entity (look at
like attributes in business, user, account, or contact). Then, you'll need
to create the physical database column that references the custom entity.
The code for dealing with loop detection is in the platform and should be
honored if you set the CheckAllLoops registry key to 1.

If you elect to try any of this and things break make sure you have a
backup. Support can't help you with this.

--
MJ Miller
Microsoft CRM Technical Lead

** The opinions and comments in this post are my own and in no way reflect
the opinions of Microsoft or the Microsoft CRM team. This posting is not an
offer of support, either immediate or ongoing, and no support is implied.
Some of the information posted may include non-supported workarounds and
code samples.

We did something similar by creating an entity which related to the account .
We used the relationship facility to create a parental relationship between
accounts and our new entity, and then we went into the attributes page of the
relationship and mapped the account name to our entity's account reference -
is this the kind of thing you want to do?


"Sarah Montgomery" wrote: