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halifaxious
Resolver II
Resolver II

limit related entities to records with specific property value

I have a hierarchical entity, Org Structure with a Choice property, Unit type.  It is a lookup property on the Profit Centre table. Profit Centres may only be related to Org Structures of type "department". 

 

I've created a "Department view" to use on forms. But this still allows form creators to make a form where the business requirement would not be enforced. Granted that this is a low risk, but I'd prefer to forbid relationships with Org Structures of the wrong type. Is there a way of doing this?

1 REPLY 1
MayankP
Responsive Resident
Responsive Resident

Hi @halifaxious 

 

I guess you could put business rules or real time validation workflow  or simple Javascript or Plugin (c# code) to validate when profit centre records gets saved, user select valid Org Structure record...

 

another way to may be restrict user to see only Org Structure record of department type … to done here ...https://mayankp.wordpress.com/2021/08/11/dynamics-365-setting-up-owner-look-up-to-display-only-teams...   (although user might still change view so better to do validation as suggested above)..

 

see if this helps...

 

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