Hello,

I have created a custom field in the account object.
I would like this custom field not to appear in sub accounts linked to the
root accounts...I don't think it's possible as accounts and sub accounts are
the same objects...

So if it's not possible I'd like this specific custom field to be propagated
to the sub account(s) with the same value as the one in the root account.

Is it possible to do that?

Thanks for your help
Eric

RE: Propagate info from Account to Sub-Account by Brettmeyer

Brettmeyer
Mon May 02 11:23:01 CDT 2005

You are correct that you cannot hide that field since it is the same object.
If you want that field to propogate then you can add the mapping within
deployment manager for the account to account object. Just remember this will
not get invoked unless you do the Add related action from the parent account
form.
--
Brett Meyer
CRM Team Leader/Microsoft Certified Instructor


"Eric" wrote:

> Hello,
>
> I have created a custom field in the account object.
> I would like this custom field not to appear in sub accounts linked to the
> root accounts...I don't think it's possible as accounts and sub accounts are
> the same objects...
>
> So if it's not possible I'd like this specific custom field to be propagated
> to the sub account(s) with the same value as the one in the root account.
>
> Is it possible to do that?
>
> Thanks for your help
> Eric
>
>
>

Re: Propagate info from Account to Sub-Account by Eric

Eric
Mon May 02 12:02:04 CDT 2005

oh yes...the mapping,, I forgot this!!!

I think this is exactely what I need :-) and I don't think there is another
solution for my problem...

Thanks a lot for your help.
Eric

"Brett meyer" <Brettmeyer@discussions.microsoft.com> wrote in message
news:D89BDA23-C4E1-4F41-82D6-759DBF110423@microsoft.com...
> You are correct that you cannot hide that field since it is the same
> object.
> If you want that field to propogate then you can add the mapping within
> deployment manager for the account to account object. Just remember this
> will
> not get invoked unless you do the Add related action from the parent
> account
> form.
> --
> Brett Meyer
> CRM Team Leader/Microsoft Certified Instructor
>
>
> "Eric" wrote:
>
>> Hello,
>>
>> I have created a custom field in the account object.
>> I would like this custom field not to appear in sub accounts linked to
>> the
>> root accounts...I don't think it's possible as accounts and sub accounts
>> are
>> the same objects...
>>
>> So if it's not possible I'd like this specific custom field to be
>> propagated
>> to the sub account(s) with the same value as the one in the root account.
>>
>> Is it possible to do that?
>>
>> Thanks for your help
>> Eric
>>
>>
>>



Re: Propagate info from Account to Sub-Account by Eric

Eric
Mon May 02 12:12:02 CDT 2005

I just had a look at the mapping but I don't really know how to achieve what
I want...

My custom field is called "Language" and is a PickList
I would like to propagate the Language value from the parent to all the
child accounts...How can I do that in the Deployment manager since I don't
have any ParentLanguage field to map with the Language custom field?

Thanks
Eric

"Eric" <NOSPAMerich742001@yahoo.fr> wrote in message
news:OI2b7hzTFHA.3544@TK2MSFTNGP12.phx.gbl...
> oh yes...the mapping,, I forgot this!!!
>
> I think this is exactely what I need :-) and I don't think there is
> another solution for my problem...
>
> Thanks a lot for your help.
> Eric
>
> "Brett meyer" <Brettmeyer@discussions.microsoft.com> wrote in message
> news:D89BDA23-C4E1-4F41-82D6-759DBF110423@microsoft.com...
>> You are correct that you cannot hide that field since it is the same
>> object.
>> If you want that field to propogate then you can add the mapping within
>> deployment manager for the account to account object. Just remember this
>> will
>> not get invoked unless you do the Add related action from the parent
>> account
>> form.
>> --
>> Brett Meyer
>> CRM Team Leader/Microsoft Certified Instructor
>>
>>
>> "Eric" wrote:
>>
>>> Hello,
>>>
>>> I have created a custom field in the account object.
>>> I would like this custom field not to appear in sub accounts linked to
>>> the
>>> root accounts...I don't think it's possible as accounts and sub accounts
>>> are
>>> the same objects...
>>>
>>> So if it's not possible I'd like this specific custom field to be
>>> propagated
>>> to the sub account(s) with the same value as the one in the root
>>> account.
>>>
>>> Is it possible to do that?
>>>
>>> Thanks for your help
>>> Eric
>>>
>>>
>>>
>
>



Re: Propagate info from Account to Sub-Account by Matt

Matt
Mon May 02 12:55:58 CDT 2005

Mappings only work for the original creation of a record. They have no impact
on ongoing edits to the "source" object.

In this case, it seems the best bet would be a Post-Callout that looked for
changes to the field in question and the propgated the change to the child
accounts.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 2 May 2005 19:12:02 +0200, "Eric" <NOSPAMerich742001@yahoo.fr> wrote:

I just had a look at the mapping but I don't really know how to achieve what
I want...

My custom field is called "Language" and is a PickList
I would like to propagate the Language value from the parent to all the
child accounts...How can I do that in the Deployment manager since I don't
have any ParentLanguage field to map with the Language custom field?

Thanks
Eric

"Eric" <NOSPAMerich742001@yahoo.fr> wrote in message
news:OI2b7hzTFHA.3544@TK2MSFTNGP12.phx.gbl...
> oh yes...the mapping,, I forgot this!!!
>
> I think this is exactely what I need :-) and I don't think there is
> another solution for my problem...
>
> Thanks a lot for your help.
> Eric
>
> "Brett meyer" <Brettmeyer@discussions.microsoft.com> wrote in message
> news:D89BDA23-C4E1-4F41-82D6-759DBF110423@microsoft.com...
>> You are correct that you cannot hide that field since it is the same
>> object.
>> If you want that field to propogate then you can add the mapping within
>> deployment manager for the account to account object. Just remember this
>> will
>> not get invoked unless you do the Add related action from the parent
>> account
>> form.
>> --
>> Brett Meyer
>> CRM Team Leader/Microsoft Certified Instructor
>>
>>
>> "Eric" wrote:
>>
>>> Hello,
>>>
>>> I have created a custom field in the account object.
>>> I would like this custom field not to appear in sub accounts linked to
>>> the
>>> root accounts...I don't think it's possible as accounts and sub accounts
>>> are
>>> the same objects...
>>>
>>> So if it's not possible I'd like this specific custom field to be
>>> propagated
>>> to the sub account(s) with the same value as the one in the root
>>> account.
>>>
>>> Is it possible to do that?
>>>
>>> Thanks for your help
>>> Eric
>>>
>>>
>>>
>
>



Re: Propagate info from Account to Sub-Account by Eric

Eric
Tue May 03 02:18:14 CDT 2005

Thanks for you answer...then mappings will not help me...
Could you please tell me a little bit more or link me somewhere regarding
Post Callout?

Thanks
Eric

"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:mbqc7193h1cvqcv57vuvsg2nl7v1pvdr3n@4ax.com...
> Mappings only work for the original creation of a record. They have no
> impact
> on ongoing edits to the "source" object.
>
> In this case, it seems the best bet would be a Post-Callout that looked
> for
> changes to the field in question and the propgated the change to the child
> accounts.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Mon, 2 May 2005 19:12:02 +0200, "Eric" <NOSPAMerich742001@yahoo.fr>
> wrote:
>
> I just had a look at the mapping but I don't really know how to achieve
> what
> I want...
>
> My custom field is called "Language" and is a PickList
> I would like to propagate the Language value from the parent to all the
> child accounts...How can I do that in the Deployment manager since I don't
> have any ParentLanguage field to map with the Language custom field?
>
> Thanks
> Eric
>
> "Eric" <NOSPAMerich742001@yahoo.fr> wrote in message
> news:OI2b7hzTFHA.3544@TK2MSFTNGP12.phx.gbl...
>> oh yes...the mapping,, I forgot this!!!
>>
>> I think this is exactely what I need :-) and I don't think there is
>> another solution for my problem...
>>
>> Thanks a lot for your help.
>> Eric
>>
>> "Brett meyer" <Brettmeyer@discussions.microsoft.com> wrote in message
>> news:D89BDA23-C4E1-4F41-82D6-759DBF110423@microsoft.com...
>>> You are correct that you cannot hide that field since it is the same
>>> object.
>>> If you want that field to propogate then you can add the mapping within
>>> deployment manager for the account to account object. Just remember this
>>> will
>>> not get invoked unless you do the Add related action from the parent
>>> account
>>> form.
>>> --
>>> Brett Meyer
>>> CRM Team Leader/Microsoft Certified Instructor
>>>
>>>
>>> "Eric" wrote:
>>>
>>>> Hello,
>>>>
>>>> I have created a custom field in the account object.
>>>> I would like this custom field not to appear in sub accounts linked to
>>>> the
>>>> root accounts...I don't think it's possible as accounts and sub
>>>> accounts
>>>> are
>>>> the same objects...
>>>>
>>>> So if it's not possible I'd like this specific custom field to be
>>>> propagated
>>>> to the sub account(s) with the same value as the one in the root
>>>> account.
>>>>
>>>> Is it possible to do that?
>>>>
>>>> Thanks for your help
>>>> Eric
>>>>
>>>>
>>>>
>>
>>
>
>



Re: Propagate info from Account to Sub-Account by Matt

Matt
Tue May 03 22:25:42 CDT 2005

You will need to do some development in either C# or VB.Net. For more
information, refere to the SDK online at:

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/htm/v1d2microsoftcrmversion12sdk.asp

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 3 May 2005 09:18:14 +0200, "Eric" <NOSPAMerich742001@yahoo.fr> wrote:

Thanks for you answer...then mappings will not help me...
Could you please tell me a little bit more or link me somewhere regarding
Post Callout?

Thanks
Eric

"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:mbqc7193h1cvqcv57vuvsg2nl7v1pvdr3n@4ax.com...
> Mappings only work for the original creation of a record. They have no
> impact
> on ongoing edits to the "source" object.
>
> In this case, it seems the best bet would be a Post-Callout that looked
> for
> changes to the field in question and the propgated the change to the child
> accounts.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Mon, 2 May 2005 19:12:02 +0200, "Eric" <NOSPAMerich742001@yahoo.fr>
> wrote:
>
> I just had a look at the mapping but I don't really know how to achieve
> what
> I want...
>
> My custom field is called "Language" and is a PickList
> I would like to propagate the Language value from the parent to all the
> child accounts...How can I do that in the Deployment manager since I don't
> have any ParentLanguage field to map with the Language custom field?
>
> Thanks
> Eric
>
> "Eric" <NOSPAMerich742001@yahoo.fr> wrote in message
> news:OI2b7hzTFHA.3544@TK2MSFTNGP12.phx.gbl...
>> oh yes...the mapping,, I forgot this!!!
>>
>> I think this is exactely what I need :-) and I don't think there is
>> another solution for my problem...
>>
>> Thanks a lot for your help.
>> Eric
>>
>> "Brett meyer" <Brettmeyer@discussions.microsoft.com> wrote in message
>> news:D89BDA23-C4E1-4F41-82D6-759DBF110423@microsoft.com...
>>> You are correct that you cannot hide that field since it is the same
>>> object.
>>> If you want that field to propogate then you can add the mapping within
>>> deployment manager for the account to account object. Just remember this
>>> will
>>> not get invoked unless you do the Add related action from the parent
>>> account
>>> form.
>>> --
>>> Brett Meyer
>>> CRM Team Leader/Microsoft Certified Instructor
>>>
>>>
>>> "Eric" wrote:
>>>
>>>> Hello,
>>>>
>>>> I have created a custom field in the account object.
>>>> I would like this custom field not to appear in sub accounts linked to
>>>> the
>>>> root accounts...I don't think it's possible as accounts and sub
>>>> accounts
>>>> are
>>>> the same objects...
>>>>
>>>> So if it's not possible I'd like this specific custom field to be
>>>> propagated
>>>> to the sub account(s) with the same value as the one in the root
>>>> account.
>>>>
>>>> Is it possible to do that?
>>>>
>>>> Thanks for your help
>>>> Eric
>>>>
>>>>
>>>>
>>
>>
>
>