Dynamic CRM 2013 Learning Notes (27) No Code Copy/Clone method

There are two replication/cloning methods described earlier: The dynamic CRM 2013 Learning Note (14) Copy/clone record and the dynamic CRM 2013 Learning Note (25) JS Call Web Service to implement multiple record replication (clone) functions.

The first method is to replicate a single entity of the same type, and the second method is to copy multiple records to another entity in the list interface, and all two of these methods are coding.

Here is a copy method that, without code, can be used to clone information about another entity when it is created.

First, the demand

Existing two entities, one RC, one RC change (RC sub-entity), when in the RC entity click on the RC change list on the + number, automatically bring the RC Book of course information to the new RC Chage.

Second, the realization

1. Define an RC lookup field on the RC change entity

set as required , so that the new + sign on the RC entity interface, the new page will pop up directly

2. Set the 1:n relationships on the RC entity

Select mappings, click New, then select the field in the left (RC) and select the field to map on the right (RC change) and click OK.

Repeat the 2-5 steps above to map multiple fields.

Third, the effect

In this way, the RC change can be created by the + sign on the RC-list, and all the fields on the RC map will be brought out:

The whole process is not coding.

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Dynamic CRM 2013 Learning Notes (27) No Code Copy/Clone method