Dynamics CRM 4.0 选项列表映射

发布于 2024-12-28 17:11:15 字数 577 浏览 0 评论 0原文

我被要求对 Dynamics CRM 4.0 系统进行一些自定义更改,而我正在努力应对更改的关键部分。

在公司实体上定义了一个名为“CompanyType”的选项列表,我需要在机会实体的数据输入表单上以只读状态显示此选项列表的选定值。

公司和商机之间存在一种预定义的系统 1:N 关系,称为“潜在客户”。

我对此进行了一段时间的研究,到目前为止,我已遵循以下步骤:

  1. 我在机会实体上创建了一个名为“RelatedCompanyType”的相同属性,确保其所有选项列表值与“CompanyType”选项列表的值相匹配。

  2. 我向现有的“潜在客户”关系添加了一个新映射,将选项列表属性“CompanyType”映射到选项列表属性“RelatedCompanyType”。

  3. 我保存并发布了公司和机会实体。

完成此操作后,该值仍然不会映射,并且尽管在公司上设置了值,但机会上的选项列表(无论是新的还是现有的)仍为空白。

我再次进行了映射以确保该属性没有映射两次,现在我不知所措。任何帮助将不胜感激。

谢谢克里斯

I have been asked to make some customisation changes to our Dynamics CRM 4.0 system and I am struggling with a key part of the changes.

There is a picklist called "CompanyType" defined on the Companies entity and I need to display the selected value of this Picklist on the Opportunity entity's data entry form in a read-only state.

There is a predefined system 1:N relationship between Company and Opportunity called "Potential Customer".

I have researched this for some time and I have followed the following steps so far:

  1. I created an identical attribute called "RelatedCompanyType" on the Opportunity entity, making sure that all it's picklist values matched those of the "CompanyType" picklist.

  2. I added a new mapping to the existing "Potential Customer" relationship, mapping the picklist attribute "CompanyType" to the picklist attribute "RelatedCompanyType".

  3. I Saved and published bothe the Company and Opportunity entities.

Having done this the value still does not map and the picklist on the Opportunity, whether new or existing, remains blank despite a value being set on the Company.

I have been through the mappings again to make sure this attribute is not mapped twice and now I am at a loss. Any help would be greatly appreciated.

Thanks

Chris

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烟火散人牵绊 2025-01-04 17:11:15

克里斯,我完全按照你的步骤操作,一切都很完美。
老实说,我按照您的步骤操作,只是选项列表两侧的物理名称相同。

(也许这很愚蠢,但是),创建新的公司记录并从选项列表中选择一个值后,从左侧创建一个新机会(相关机会),然后您会看到其他选项列表将自动映射到公司的选项列表。

Chris, I followed your steps exactly and everything perfectly works.
To be honest I followed your steps except that the Picklists have the same physical name in both sides.

(Maybe this is silly but), After creating a new Company record and selecting a value from the Picklist, create a new opportunity from the left side (Related Opportunity), then you'll see that the other Picklist will be automatically mapped the Company's Picklist.

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