Tech Support > Microsoft Windows > Windows CRM > Relationship Behaviour - Additional Cascade Rule
Relationship Behaviour - Additional Cascade Rule
Posted by eMadCanadian on November 26th, 2006


Hi,

It's GREAT that in v3.0 there is some ability to control the relationship
behaviour. Specifically, the abiltity to specify how child tables cascade
changes to the parent ownership. However, it appears that a key option is
missing - the combination of Cascade Active and Cascade Owned.

Example, I have an account owned by Bob, which has:
- Task 1 - Active - Jane
- Task 2 - Active - Bob
- Task 3 - Closed - Bob

I change the account owner to Bill. With a Casade Active relationship with
tasks, the result is:
- Account Owner - Bill
- Task 1 - Active - Bill (Wrong)
- Task 2 - Active - Bill (OK)
- Task 3 - Closed - Bob (OK)

The issue is that Jane's task is now assigned to Bill. This is not
appropriate because the task is truly something that Jane should do.

So then you try the whole thing with the Cascade Owned relationship,
resulting in
- Account Owner - Bill
- Task 1 - Active - Jane(OK)
- Task 2 - Active - Bill (OK)
- Task 3 - Closed - Bill (Wrong)

This situation sees us losing the history of who originally owned the task.

So in reality what is needed is a Cascade Active Owned, which will result in:
- Account Owner - Bill
- Task 1 - Active - Jane
- Task 2 - Active - Bill
- Task 3 - Closed - Bob

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