Monday, September 19, 2016

CRM Advanced Find with N:N Relationships

An old CRM problem is that sometimes when you define N:N relationships between 2 entities, you find this relationship not available for search in Advanced Find. Don’t worry about it this article will give you the work-around you need.

Consider a scenario in which I have accounts and I have industry entities. An account can be in multiple industries and an industry can have multiple accounts; therefore I have defined an N:N Relationship between Account and Industry entity:

Now as part of the requirements I want to enable users to be able to build Advanced Find queries based on this relationship. For example:

  • ·         Find all accounts in the “Banking” industry
  • ·         List the accounts with industry code FIN002

So you might think this is was easy to do with Advanced find, however, you might not be able to find this relationship when looking for the related records under account in Advanced Find:

So I went back to the N:N relationship definition to see if I did something wrong. I found that there is a checkbox called “Searchable” and was already set to “Yes”:

So why I cannot search based on this relationship? The answer is tricky. The relationship actually appears in advanced find whenever you set the “Display Option” to “Use Plural Name” or “Custom Label” on the side of the relationship with you want to show under the “related” section in advanced find. In my example, I would need to set the “Display Option” to “Plural Name” on the Industry side of the relationship so that I can perform the queries such as retrieving all accounts in a given industry:

After I do this and publish all customizations, the “Industry” entity magically appears in advanced find allowing me to perform my query:

And voila. Now the only question I still have is: What the heck is that “Searchable” checkbox on the relationship for? Feel free to comment if you know the answer J

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