CRM Dynamics如何设置短列表-长列表关系 [英] CRM Dynamics How to set short list - long list relationship
问题描述
我有3个实体，其中一个包含许多记录，另外两个是这些记录的列表.我的目的是创建这些候选人的长名单和短名单.我可以创建一长串具有n-n关系的列表.我使用添加现有记录"按钮将记录添加到长列表中.但是，我必须创建一个短列表，该短列表从指定的长列表中的项目中选择它们的记录.用户将首先删除大多数记录并将它们添加到长列表中，然后从长列表中删除那些记录并将它们添加到短列表中.
I have 3 entities, one of them contains many records, the other two are lists of those records. My aim is to create long lists and a short lists of those candidates. I can create long lists of course with n-n relationship. I add records to the long list with "add existing record" button. But, I have to create the short lists which select their records from the items from specified long lists. User will first eliminate most of the records and add them to the long list, then eliminate those ones from the long list and add them to the shortlist.
要完全指定它:
-
记录实体:
x1,x2,x3..............xn
长列表实体:LL1 (x1,x4,x7), LL2(x2,x10) {sample}
Long List Entity: LL1 (x1,x4,x7), LL2(x2,x10) {sample}
短列表实体:SL1 (x1,x7), SL2(x2) {它们具有长列表中的记录，并且当输入记录时，唯一的选择是指定长列表中的记录.}
Short List Entity: SL1 (x1,x7), SL2(x2) {they have the records from the long lists, and when the records are entered, the only options are the records from the specified long lists.}
那么，如何使这样的系统正常工作?
So, how can I make such a system work?
推荐答案
创建四个实体LongList，ShortList，LongListMember，ShortListrMember
Create four entities LongList, ShortList, LongListMember, ShortListrMember
长列表实体属性
1)列表名称
2)您要存储的有关列表的其他任何信息.
2) Any other information you want to store about the list.
ShortList实体属性
1)列表名称
2)LongList-查找相关的LongList记录
2) LongList - Lookup to related LongList record
3)您要存储的有关列表的其他信息.
3) Any other information you want to store about the list.
LongListMember实体属性
1)列表名称-查找LongList实体
1) List Name - Lookup to LongList Entity
2)成员-查找要在列表中跟踪的实体.
2) Member - Lookup to entity that you want to track in the list.
ShortListMember实体属性
1)列表名称-查找ShortList实体
1) List Name - Lookup to ShortList Entity
2)成员-查找要在列表中跟踪的实体.
2) Member - Lookup to entity that you want to track in the list.
立即创建长列表
1)创建一个实体LongList的记录
1) Create an record of Entity LongList
2)对于列表中要跟踪的每个记录，在其中添加LongListMember记录
2) For each of the records you want to track in the list, add a LongListMember record where
a)列表名称字段指向您创建的新LongList记录
a) List Name field points to the new LongList record that you created
b)成员字段指向您要添加到列表中的记录.
b) Member field points to the record you want to add to the list.
类似地，创建一个短名单
1)创建实体ShortList的记录
1) Create an record of Entity ShortList
2)将长列表"字段设置为相关的长列表"记录
2) Set the Long List field to the related Long List record
3)对于要在列表中跟踪的每个记录，在其中添加列表成员记录
3) For each of the records you want to track in the list, add a List Member record where
a)列表名称字段指向您创建的新的ShortList记录
a) List Name field points to the new ShortList record that you created
b)成员字段指向您要添加到列表中的记录.
b) Member field points to the record you want to add to the list.
要强制执行Short列表的成员应属于相关的long列表的约束，您将需要在ShortListMember表单上编写筛选后的查找，以使查找视图仅显示属于相关LongList的记录. 这有点复杂，所以请让我知道您是否打算这样做，并且我可以为您提供进一步的帮助.
To enforce the constraint that members of the Short list should belong to the related long list you will need to write a filtered lookup on the ShortListMember form such that the lookup view only displays records that belong to the related LongList. This is a little complicated so let me know if you intend to go this way and I can help you further.
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