N:N Manual Recursive Relationship

So, this week there was a special requirement from the client, a manual N:N recursive relationship for the Territory entity, which is a system entity. The client also wanted that when creating the relationship entity records, CRM could recognize if I was creating a child or a parent record, so the corresponding lookup was disabled and the other cleared up.

Since the "Add new related" button on a subgrid sets both lookups to the original record, a problem arose.

I posted the question in here where it was promptly answered, and with some tweaking, it was completely implemented.

1. After creating the relationship entity, I used the Visual Ribbon Editor tool to create the two new buttons, one to create children, and another one to create parents:

2. Configured the actions to call the specific functions:

One for the AddChild button

One for the AddParent button

3. I had to add custom parameters to the relationship entity form since the Territory entity did not let me passing parameters based on the lookup fields names:

The id parameters are of type UniqueIdentifier, the rest are SafeString.

4. Then, the JScript functions were created:

function AddChild() {
    var parameters = {};

    //Set the Parent field value to the current record.
    parameters["parameter_parentid"] = Xrm.Page.data.entity.getId(); //id of primary entity
    parameters["parameter_parentname"] = Xrm.Page.getAttribute("name").getValue(); //the name field of primary entity
    parameters["parameter_parenttype"] = "territory"; //the primary entity schema name

    // Open the window.
    Xrm.Utility.openEntityForm("new_zonesubzones", null, parameters);
}

function AddParent() {
    //debugger;
    var parameters = {};

    //Set the Parent field value to the current record.
    parameters["parameter_childid"] = Xrm.Page.data.entity.getId(); //id of primary entity
    parameters["parameter_childname"] = Xrm.Page.getAttribute("name").getValue(); //the name field of primary entity
    parameters["parameter_childtype"] = "territory"; //the primary entity schema name


    // Open the window.
    Xrm.Utility.openEntityForm("new_zonesubzones", null, parameters);
}

5. Finally, on the onload event of the relationship entity form, the following function is invoked to retrieve and assign the values passed through the custom parameters.

function OnLoad() {
    if (Xrm.Page.ui.getFormType() == 1) {
        var param = Xrm.Page.context.getQueryStringParameters();
        if (param["parameter_parentid"] != null) {
            var parentId = param["parameter_parentid"];
            var parentName = param["parameter_parentname"];
            var parentType = param["parameter_parenttype"];
            Xrm.Page.getAttribute("new_zoneid").setValue([{ id: parentId, name: parentName, entityType: parentType}]);
            Xrm.Page.getControl("new_zoneid").setDisabled(true);

        }
        if (param["parameter_childid"] != null) {
            var childId = param["parameter_childid"];
            var childName = param["parameter_childname"];
            var childType = param["parameter_childtype"];
            Xrm.Page.getAttribute("new_subzoneid").setValue([{ id: childId, name: childName, entityType: childType}]);

            Xrm.Page.getControl("new_subzoneid").setDisabled(true);
        }
    } else {
        Xrm.Page.getControl("new_subzoneid").setDisabled(true);
        Xrm.Page.getControl("new_zoneid").setDisabled(true);
    }
}

And that's it!, when each button is clicked, it opens the new relationship entity form, with the lookup fields set according to each button.

Happy Coding!