Thursday, December 19, 2013

Microsfot Dynamics CRM: Cascading Rules



Today’s post is about the action on entity’s instance and the cascading rules applying on different entity’s instances.
      Microsoft Dynamics CRM allows you to control the certain effect of an actions on parent record to child record. Following is the list of actions that have cascading behavior: 

  1. Assign 
  2. Delete 
  3.  Merge 
  4. Re-parent 
  5.  Share 
  6.  Un-share

 Cascading rules are basically works as the umbrella in MS Dynamics CRM and all actions are performed     under these umbrellas by differently in different scenarios. Following list contains the cascading rules and their corresponding action on the entities instances and their related entities instances:

  1.  Cascading All
    Perform the action on the specified parent entity instances and all its related entity instances.  
  2.  Cascading none
    Perform the action only on the specified parent  entity instances instances but don’t effects the related entity instances
  3. Cascade Active
    Perform the action on the specified parent entity instances and all its related entity instances with active or open status 
  4.  Cascade User owned
    perform the action on the specified parent entity instances and all its related entity instances that are owned by the same user.
  5. Remove Link
    Perform the action on the specified parent entity instances and remove the link of the related entity instances but don’t affect the related entity instances 
  6.  Restrict
    It applies only to the Delete. The delete action is not allowed if there are other entity instances that are referring the ID of the  entity instance Being deleted
Well, it’s all about from today. We will move on the next step by using these cascading rules.
If the above post helpful for you then don’t forget to post your kind comments, it will encourage me :)