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Relationship Behavior – Reparenting
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Relationship Behavior – Reparenting
Can someone please explain reparenting? I thought that it meant if a record was like an account’s parent company were changed, then the related records
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2 Replies
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Relationships can definitely get complicated, quickly! There are a number of relationship behaviors under the “Cascade Type” heading that is where it get tricky, and where it sounds like you might have questions.
- If you want to have all related records under an Account be reassigned when someone reassigns and account, you want the CASCADE ALL option.
- If you want to have only active records related to the Account, you would use CASCADE ACTIVE.
- If you don’t want any related records to be reassigned when the Account is reassigned, you would use CASCADE NONE.
Here’s a Microsoft Learn doc about relationship behavior: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior?view=op-9-1
And here’s the bit that is specific to reparenting: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior?view=op-9-1
learn.microsoft.com
Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises))
Learn about entity relationship behaviors and how to configure them to preserve data integrity and automate processes in Customer Engagement (on-premises).
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Reparenting is complicated too. It’s changing the parent in the relationship (so only on a 1:N or N:1). I think a scenario might help:
- Chrys is a Contact in my CRM for Company B
- On the N:1 Contact:Account relationship, I have the Reparent set to its default setting.
- I update Chrys’s Company to be Company A
- The owner of Company A now has access to see Chrys’s Contact record.
Alternatively, if the N:1 relationship has Reparent set to CASCADE NONE, the Owner of Company A will NOT be able to view Chrys’s contact record.
learn.microsoft.com
Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises))
Learn about entity relationship behaviors and how to configure them to preserve data integrity and automate processes in Customer Engagement (on-premises).
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